Martin Robertson

Director @Investax Limited

Glasgow, GB

Whether you are a private client, business entrepreneur, a partner in a professional service firm or a Trustee, Investax will diligently help you build and protect your wealth. Simply put, Investax aim to become the long-term trusted advisor to our clients and their families, providing a combination of sophisticated financial planning, investment management and highly integrated tax strategies.As an independent company, we clearly set our focus on our clients’ best interests. We are not attached to a larger firm or organisation, and this enables us to maintain our objectivity at all times and provide our clients with the best possible advice to help them to achieve their personal and business goals. Investax have extensive experience around all aspects of investment planning with our strengths lying in asset allocation and portfolio construction. Our uniquely placed collaborative approach is a combination of Stephen’s tax and chartered accountancy skills and experience and Martin’s pensions and investment experience. Rarely will you find this combination in one company; that’s why we are uniquely placed to provide unrivalled investment and tax planning advice and can manage all of your financial affairs including investments, pensions, estate and tax planning under one roof.