I have been self employed since July 2013, but have been a financial advisor since 2002. I have extensive experience in providing advice around all sorts of Investment products, Life and Illness Insurance, Pensions and Mortgages.
Investment advice, inheritance tax planning and pensions.
I am a pension transfer specialist, and can advise on the suitability of final salary pension transfers.
I have my Personal Tax and Trust Planning qualification through the CII, and extensive experience of placing investments into trust where required. This enables me to advise on more complex issues around tax and trust planning, allowing my clients to pass more wealth to family and beneficiaries, and not the tax man.
16 Carron Street, Nairn, Morayshire, IV12 5SJ
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