We know the value financial planning offers our clients, from helping you feel more confident about your finances to putting an estate plan in place. As our advice and support teams grow, we’re able to look after even more people.
That’s why you might have spotted an article about us in the Shetland Times on Friday 31 May, explaining the benefits of holistic wealth planning and working with the Spectrum team.
With the addition of Pat Brogan, who joined Spectrum in 2023 and has offered sound financial advice on Shetland for four decades, we’re very well-placed to serve the Shetland community.
Our preference is to build relationships through face-to-face meetings, which we believe is far more effective than video calls. So, we’re regular visitors to Shetland to enjoy a casual chat over a coffee with clients and those who want to learn more about how we work.
We launched Spectrum during a global pandemic. Since then, we’ve continued to guide our clients, from retirees to business owners, through periods of uncertainty with their ambitions and goals in mind. Now, our mission is to offer valuable guidance and advice to more people, including those on the Shetland Isles.
Click here to read the full Shetland Times article and find out more about how we work and what sets us apart from other financial service businesses.
If you know someone who could benefit from our services, please pass on our contact details so we can arrange a meeting to discuss how we may help them.
