Investing

Helping you to plan for your future with a tailored investment plan

Financial Planning

Helping you plan your finances to achieve the lifestyle you deserve

Expertise in

Financial Protection

Mortgage Advice

Location

Based in

Perth

Covers

Perthshire, Angus, Aberdeen

James McLeod

Mortgage and Protection Adviser

I have worked in the financial services industry for over 10 years, providing mortgage and protection advice for the last five.

I am able to advise my clients on their mortgage and protection needs, this means that not only can I arrange the finance for their dream home, I can protect them and their family in it, if the worst was to happen.

As a mortgage and protection adviser, I strive to understand my clients’ needs both now and in the future. This allows me to tailor my recommendations to meet their short, medium and long-term financial goals.

Expertise in

Financial Protection

Mortgage Advice

Location

Based in

Perth

Covers

Perthshire, Angus, Aberdeen

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