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James Fitzpatrick

Chartered Financial Planner

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Scotland

Covers

Edinburgh, Falkirk, Glasgow, Kilmarnock, Stirling

James Fitzpatrick

Chartered Financial Planner

Based in Glasgow I offer advice from all product providers across the market and base non-biased decisions on cost, performance and corporate stability.

The team that I work with have over 100 years experience combined and we aim to meet short, medium or long term financial planning needs to suit our clients’ requirements. The service we offer is specifically tailored to suit our clients, and their family or business’ financial needs.

We have many long-lasting clients who have worked with us throughout their entire adult life, and our service has supported them from career development, to family life, retirement, and in the years after that.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Scotland

Covers

Edinburgh, Falkirk, Glasgow, Kilmarnock, Stirling

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