The McHardy Group employs more than 45 people in its five offices across Scotland. Indeed, the group has grown over lockdown, making some key hires and recently acquiring Peebles Financial in Edinburgh.

Strong client and employee relationships are key to the success of the business.

The chartered financial planning firm looks to provide financial peace of mind, allowing clients to enjoy the life they want to live both now and in the future.

Clients would typically visit the office, where the firm would use technology including cash flow modelling software to assist them with the financial plan and making sure it is on track.

Like all businesses, the company has faced challenges during lockdown. Fortunately, McHardy continued to meet the needs of its clients working from home utilising laptops and new software, including Docusign, Cash Calc and Microsoft Teams.