Chartered Financial Planner
Chartered Financial Planner
I am a Chartered financial planner with over 35 years’ of experience in dealing with high net worth and corporate clients.
As a Chartered Financial planner I can advise in all areas of financial planning but have particular expertise in helping clients with complex pensions issues.
My approach in advising clients is to work with them – often in collaboration with their other professional advisers, to create and manage a comprehensive and evolving plan to help them increase the probability of achieving their financial goals tax efficiently.
Based in
Scotland
Covers
City of London, Glasgow
"*" indicates required fields
