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I am an honest, transparent and professional Financial Planner who will give you sound, financial advice and allow you to put solid plans in place for your future/imminent retirement. No nonsense and no jargon.

Innovative solutions from experienced professionals and a brand you can trust

I help individuals and families organise their finances, manage investments and plan for the future with confidence. Combining investment expertise with clear financial planning, I provide straightforward, independent advice focused on long-term security.

River Birch Newman is not just an advisory firm, we’re your trusted partners on your financial journey.

We are Chartered Financial Planners, providing a professional, comprehensive service, with competetive charges.

You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.

Professional Adviser Awards - Winners 2023 & 2022 NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland

We serve one purpose; to help you make the most of your money.

Wealth management built around you - from one of the world's strongest banks.

Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.