advisers in Scotland

McSherry Halliday can advise on the full range of Investments available, from Individual Savings Accounts (ISA’s), to Investment Bonds, Unit Trusts and Open-Ended Investment Companies (OEIC’s).

Each type of Investment has its own unique structure, tax treatment and implications for the investor.

Our first objective is to understand your own personal Investment goals, whether this is to provide income, obtain capital growth, or a combination of both. We also identify the purpose of the Investment and whether there are specific targets you wish to achieve.

We can also review any existing Investment you may have as a stand alone process or when further Investment is being made we would take these into account when assessing your current and future requirements.

Each type of Investment carries a degree of risk. We establish the level of risk that you are prepared to accept and the period for which you wish to invest.

Investments also need to be reviewed on a regular basis and we can provide a regular review service which would be based on your requirements and the requirements of the Investment strategy put in place.

As Independent Financial Advisers we offer a fee-based service. This fee is dependent on the work carried out on your behalf and level of the investment you wish to make. The first no obligation meeting is at our expense and thereafter we will advise on the specific costs of the services we would offer to address your Investment requirements.


yy (4)-min

Alan Hewitt

Independent Financial Adviser

vv (10)-min

Theresa Duffy

Cashier & Paralegal

z (10)-min

Morag McMillan

Conveyancing Assistant

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