Our focus is to continually research the best and most effective methods of financial planning.
The two Directors of the Company, Roddy Manson and Charles Smith have over fifty years combined experience in the Financial Services Industry. They are both qualified and licensed to give advice on all aspects of financial matters in both the corporate and domestic markets and have an enviable reputation for professionalism and levels of service.
We deal with corporate accounts, companies and of course, individual clients. Our services are called upon by firms of solicitors when they require technical expertise with regard to financial planning matters.
Unlike many financial advisers, we simply do not resolve one financial challenge for our clients. We take a broader view, and offer an entire financial package tailored to your lifestyle.
We have developed a programme of financial planning centred on long-term relationships and a philosophy of sustainable investment. Sustainability is the cornerstone of our investment strategy.
We advise on all aspect of financial services. Areas we deal with are Inheritance Tax Planning, Investments, Health Insurance, Life Assurance, Individual and Corporate Pensions and Mortgage advice.
To find out how Malory Investment Services can help you get the advice you need, please either call us on 0141 637 6735 or complete our quick enquiry form to the right, and we'll call you straight back.
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Testimonial
Over the past 15 years I have used the services of Mr Roddy Manson of Malory Investment Services to advise me of mortgage arrangements, pension funds and other investments.
His guidance of my funds has been invaluable over this period. He has never, at any time, put my funds in jeopardy. He is very good at explaining both the benefits and potential risks of any investment. His interpersonal skills are second to none. I have been so impressed by this management that I have recommended his services to my sons and daughters. He continues to look after their financial affairs.
Mr Manson is trustworthy, financially astute and honest. I commend his services to any person who requires advice concerning portfolio management.
James P S McElhone, MBChB
Malory Investment Services Limited Registered in Scotland No. SC 291744