33 Thornyhall, Dalkeith, Midlothian, EH22 2NDMake an enquiry
I am an Independent Financial Adviser working with clients in Edinburgh, Dalkeith and the Lothians.
If you are in your:
*20s & 30s, I can help you get onto the housing ladder, or move home, and plan for the future while living for today.
*40s, I can help you buy the right home for your family, while saving for the future and planning for your retirement.
*50s, I can help you with retirement and pensions, while dealing with the day to day issues you will no doubt face.
*60s, I can help you find the most appropriate way to turn pensions into income, improve returns on savings and investments, while considering the ideal way to distribute your assets after your death and reduce the amount of Inheritance Tax (IHT) that will be paid.
Born in Edinburgh and now living in Dalkeith I am an Independent Financial Adviser (IFA)
I passionately believe that everyone should have access to high-quality independent financial advice and planning, which is affordable and delivered in a convenient and comfortable environment.
If you have a financial problem, challenge or issue, I’m here to help you.
Spending quality time with clients is very important.
My main goal is to ensure my clients financial goals are fully explored and they understand how to achieve them.
I have worked in Financial Services now for 22 years and understand the importance of ensuring my clients are well looked after.
I firmly believe that people need advice more than ever with such a confusing market place and with banks no longer offering the required level of service. I am passionate that my clients receive the level of care they deserve.
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