Why Choose Us?

At Holyrood Asset Management t/a ad+ financial we pride ourselves on being professional, approachable, independent and committed to providing a first class service to our clients.

Why Choose Us?

At Holyrood Asset Management t/a ad+ financial we pride ourselves on being professional, approachable, independent and committed to providing a first class service to our clients.

We pride ourselves on NOT being just another firm of Independent Financial Advisers

We are totally independent

We take great pride in the fact that we are not tied to any particular company or any restricted list services of providers, bank or insurance provider.  

At ad+ financial we have many years’ experience within the financial services industry both within the Corporate advice scenario as well as looking after your Personal requirements.

All employees at ad+ financial are encouraged and supported to have plans in place to continuously improve and develop, which include improving their technical knowledge through the Chartered Insurance Institute examinations.

With ad+ financial , our focus is all about looking after you, the client – each client has a designated Financial Planner and support, who are available to speak you at any time allowing you to build a professional and personal relationship over the years if you have signed up to one of our ongoing services. In addition to this we also have access to specialised tax advice through our sister company ad+ Chartered Accountants although tax advice is not regulated by Financial Conduct Authority.

Dedicated professional advisers backed up by superb administrators with sophisticated systems allowing us to provide a quality, personalised service to you the client.

We are happy for you to visit our offices but equally happy to visit clients at home or business address whenever is convenient.