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Struan Financial Management Limited

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Struan Financial Management Limited

Overview:

We believe that building trust and a long term relationship are essential when discussing and advising on your financial objectives. Therefore, before reading further why not telephone, not to discuss your finances, but to decide whether you will want to discuss your finances with us.

Our preference is to provide holistic financial advice; assessing how the financial products you hold fit with your objectives and lifestyle plan. In this way we can be sure that the advice we provide is consistent with your current plans and, if you change these, we can then adapt our recommendations to reflect these changes.

Providing advice is not a 'one meeting' exercise. It is important that we fully understand your circumstances to see if we can help. It is even more essential that we take time to explain our recommendations. Once you have had time to read and consider these, we will encourage you to ask questions to ensure you understand our proposals.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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