Independent, Scottish, chartered: why that matters for you
At McHardy Private Wealth, we’re proud to be independent, Scottish, and chartered – three pillars that underpin everything we do. But what do these qualities actually mean for you as a client?
Independent
We are not tied to any single provider, bank, or product. That means our recommendations are always based solely on what’s right for you – not what’s on a particular sales list. You get access to the full market, guided by expert insight and fully personalised advice.
Scottish
We’re based in Scotland, with offices in Aberdeen, Edinburgh and the Borders, and deep roots in the communities we serve. That gives us a strong understanding of local needs – whether you’re planning retirement in the highlands, managing assets across generations, or growing a family business – and reflects the Scottish tradition of invention and financial prudence in the way we help clients build and protect their wealth.
Chartered
Being a chartered financial planning firm is the gold standard in our industry. It’s a mark of professionalism, integrity and continuous development. Fewer than 10% of UK advice firms hold chartered status – it means we hold ourselves to the highest standards, and always put our clients first.
When you work with us, you can be confident you're receiving advice that’s independent, locally grounded, and nationally respected.
Let’s talk about how we can help you move forward with confidence.
