I moved to Scotland from Canada in 1985 and have been a financial advisor since then and have lived in Milngavie since 1992. I have built a very close network of clients through referrals and recommendations and plan to add an apprentice soon to assist with the ongoing servicing. I have seen the company change over the years from providing general advice on all money matters to focusing on wealth management in the pensions and investment market.
I only concentrate on pensions and investments and therefore consider myself restricted to dealing only in these areas with focus on saving income tax, CGT and IHT and am very proud of the returns I have generated over the years for my clients.
Milngavie Enterprise Centre, Ellangowan Court, Milngavie, Glasgow, G62 8PH
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