Cailean Ltd
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Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
-
Financial planning
- Wealth management
-
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
-
Mortgages
- Buy to let
- First time buyers
- Flexible
- High loan to value
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
-
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
-
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Home and leisure
- Income protection insurance
- Large business
- Life insurance
- Payment protection insurance
- Small business
-
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Long term care
- Long term care
7 Adam Hunter Court, Kelty, Fife, KY4 0BF
I enjoy helping my clients with the various different types of financial planning required at their various life stages. This can be from helping buy their first property, ensuring adequate protection for the family, investment of capital, planning for retirement and helping with the transition when no longer working and needing to use investments that have been built for income.
"I believe great financial advice is at the core of building a more certain financial future for my clients. I provide peace of mind that your financial future is more secure as a result of working with me, which is why I offer a no obligation initial meeting to demonstrate the benefits of becoming a client."
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