Hear more from our clients

Listening, collaborating, and responding to your challenges, we create a client experience that goes beyond transactions. It’s about shared journeys and successes.

But don’t just take our word for it. Find out more from our clients below.

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Rabbie’s: Small group tour guides

Rabbie’s transforms travel with award-winning tours, expert storytelling, and a 3,000% surge in international trade. This is the journey behind the success.

Shot Scope - teeing up financial success

David Hunter is founder and CEO of Shot Scope, the golf industry-leader in advanced GPS, rangefinder and shot tracking technology. Founded in Edinburgh, the company has been working with us since 2019. During that period, the business has gone from strength to strength, growing its international focus.

Pret a Manger and Forvis Mazars walking down corridor

Pret A Manger – A perfect blend for global growth

Pret A Manger, the iconic freshly-made food and organic coffee chain, has been a staple of UK life for many decades. As the company expands its reach and strengthens its global brand, it faces new challenges and opportunities. To navigate its growth and reduce risk, Pret partnered with our Advisory and Consulting team.

Navigating wealth through the generations

For over a decade, we’ve supported entrepreneur Amanda Dagg with multi-generational financial planning that embraces her ambitions in enterprise, enables her interests and protects the prosperity of her family.

Prestonfield House – A tale of resilience

Prestonfield House and The Witchery are iconic hospitality institutions in Edinburgh. For over a decade we’ve shared absolute trust with their business leaders, that’s seen total financial outsourcing to our team. In that time, we’ve managed improved profitability and top line revenue, while our teamwork enables owner and MD, James Thomson, to focus on people, ideas and growth.