We are Forbes Lawson. We are a boutique financial adviser based in Westhill, Aberdeenshire, Scotland. We don’t have hundreds of clients and we choose not to be a business that ever will.
We made a deliberate decision in designing our business to deliver the type of service that can only be delivered by a select group of highly skilled and qualified advisers. It has worked well for our clients, and for us.
Ours is a service that places integrity and focus on our clients’ needs above all else. We think that your future and your money are critically important and highly personal issues that require the support of an adviser who has the experience, expertise, integrity and credentials to assure you of the right service. That is why we make a point of going out of our way to demonstrate accountability, transparency and expertise in all that we do.
When it comes to matters of a serious nature most of us want to consult with the best. Your finances are hugely important and we understand that. You want to know that an adviser is not only qualified, but competent and highly experienced in the field. This is the minimum we require of our advisers. We want to be sure that they meet these requirements as a minimum but also that they care about people, about their future and their outcome. To underpin all of this we worked hard to become one of only two financial adviser firms in Scotland to obtain BS8577 accreditation. In addition, our advisers also have achieved the international quality standard ISO 22222 on 22nd November 2011. Both standards are recertified annually. We believe that it is not enough to pass an exam; our values, our ethics and our commitment to you must be visible and auditable at all times.
If this strikes a chord with you please get in touch on 01224 747889 to arrange a meeting to suit your schedule, the cost of which is met by us.