Latitude Wealth Management

About Latitude Wealth Management

At Latitude Wealth Management, we provide personal and tailored wealth management advice to both individuals and businesses. Through our friendly and straightforward approach, and a wealth of experience in the team, we will strive to help you meet you financial objectives now and in the future. We pride ourselves in building personal, long term relationships with our clients. We specialise in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages, helping you to achieve, maintain and enhance financial security for you and your loved ones. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pension planning, protection for directors, key employees or shareholders, tax planning and aspects of exit strategy planning. We believe that it is because of the time and care we take to know our clients and their objectives, we can give them the confidence to recommend us to their family and friends. Our Values are the guiding principles at the core of what we do, providing you with a professional, distinctive and knowledgeable service. At Latitude Wealth Management, our team of expert Advisers are here to offer you advice and guidance on all aspect of investment planning, retirement planning, protection and inheritance tax planning. To further enhance these services, we also have two Mortgage Advisers in the Practice who provide bespoke mortgage advise to our clients and their families. We have two offices, in Aberdeen we are based in the city centre at 3 Queens Gate and in Orkney we are now at our new office - Opes House, Great Western Road, Kirkwall, KW15 1AN. Your home may be repossessed if you do not keep up repayments on your mortgage. Latitude Wealth Management (Scotland) Ltd is registered in Scotland No. SC646289.