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Daniel McInnes

Independent Financial Adviser

I have been working in Financial Services since 2017 and working as an adviser since 2021.

During this time I have gained expertise in advising clients on Retirement Planning, Protection, Investments and Inheritance tax planning.

I work alongside my clients to help support them through their financial journey to ensure they have the best chance of achieving their long term goals.

Expertise in

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Locations

Based in

Scotland

Covers

Glasgow, Edinburgh, Ayrshire

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