We are an independent financial adviser firm, providing professional advice to our clients. I have over 25 years’ experience as an adviser, and build long-term relationships based on trust and sound impartial financial advice.
I offer an introductory meeting, free of charge and without obligation. This enables me to understand client requirements and provide advice if the client feels it appropriate. Importantly, it gives the client the opportunity to decide whether they wish to build a relationship.
Our fees are generally fixed at the outset and agreed with the client in advance therefore no costs are incurred without prior agreement.
Pension Freedom including all aspects of pensions including Final Salary Schemes Income Drawdown, Phased Retirement, Capped Drawdown, Flexible Drawdown, Self Invested Personal Pensions, Pension Transfers, Pension Review, Pension Consolidation,.
Lump sum investment and protection
13 St. Ninians Road, City of Edinburgh, Edinburgh, EH12 8AP
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