About us

Good financial planning adapts to life’s twists and turns. We can help you with that.

Supporting you with every stage of life

At Achieve, you’ll get much more than a one-size-fits-all approach to financial planning. Life is always changing – you may have accepted a new job, be preparing for retirement, or be planning to leave a legacy for the next generation – so your financial plan should change with it.

By working closely with you to understand your goals, we can offer and implement personalised strategies that adapt to your needs. With our expert guidance, you can confidently navigate life’s transitions, knowing your finances stay aligned with your long-term objectives.

We’re here to help you take control of your financial future, every step of the way.

Financial planning
explained

Discover how financial planning can help you understand your options and make informed decisions about your financial future.

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Our investment
philosophy

Find out more about our focus on long-term growth with a disciplined approach, and how we align your investments with your goals and values.

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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 profile picture 
 
 
 martin keyes 
 
40 days ago
 
 
 Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google. 
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 
 
60 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.

When you’re ready, we’re here

We’d love to hear from you. Whether you’re ready to start planning or just have questions, take the first step and get in touch.

    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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