Helping you to plan for your future with a tailored investment plan
Helping you plan your finances to achieve the lifestyle you deserve
Independent Financial Adviser
Independent Financial Adviser
I have been providing high quality financial advice for over 25 years, specialising in investments and retirement planning, together with IHT and corporate planning.
As a business principal, I can help individuals and businesses with all aspects of financial planning.
I prefer to work with people and businesses that will become long-term clients, rather than one off transactions. I believe there is greater benefit from this.
Based in
Scotland
Covers
Edinburgh, Fife, Glasgow
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