Achieve the life you want, your way

Financial planning made simple. With expert advice and a thoughtful, evidence-based approach, we help you to make informed decisions that support your goals, so that you can enjoy life on your terms.

Why us?

All about you

Good advice starts with listening. We focus on what matters to you, and then build a plan that fits your life.

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retirement

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retirement

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wealth

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Professional
connection

See what clients have to say about us

We could just tell you how we help, but it’s better to hear it from the clients we have helped.

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 martin keyes 
 
26 days ago
 
 
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Very reliable and sound advice listenens to your needs with no pressure very friendly and reasonable priced Bruce was very professional
  
 
 
 
 
 
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 Julie Pyke profile picture 
 
 
 Julie Pyke 
 
46 days ago
 
 
 Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google. 
I approached Achieve Financial Planning with absolutely no idea of what I wanted to do with monies I had inherited and felt very insecure about investing.  I was immediately made to feel at ease and comfortable and I am confident in the advice given and the extensive knowledge staff have, making me feel secure with the investments made.  I would highly recommend Bruce Paterson and Achieve financial Planning as they are very supportive, keep you well informed and I look forward to their continued support in the future.
Reviews and Ratings for Financial adviser James Sinclair, Inverness

Who we are

For more than a decade, we’ve helped people take control of their finances with clear, honest advice. From our base in Inverness, Scotland, we help clients build tailored life plans, securing the future they want for themselves and their families.

Our ongoing support helps to empower you to take control of your finances and live the life you desire.

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Useful resources

Discover helpful tools and insights to support you on your financial journey. From guides to informative articles, we’ve made it easier for you to stay informed and make confident decisions about your future.

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Posted on: 10 Jul 2025

Financial protection: 3 useful questions to help you calculate appropriate cover

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      Achieve Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. Registered in Scotland: Registered Number SC367766. Should you wish to register a complaint, please write to or telephone James Sinclair using the information provided above. A summary of our complaints handling procedures for the reasonable and prompt handling of complaints is available on request. If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 08000 234567.

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