Together we find out what your concerns are and how to create peace of mind and security for your financial future.
Independent, impartial, transparent.
I have been advising private client families and small family businesses for over 15 years and am passionate about what I do.
Client feedback conveys that I am client-centric, knowledgeable and that I can relate to and convey information to clients in a relaxed, approachable, easy-to-understand manner. My business is about long-term client relationships.
My business is supported by an award winning Network team for your peace of mind and business security.
I'm a Chartered level adviser with two professional bodies and also a Fellow with two professional bodies (Chartered Insurance Institute and the Chartered Institute for Securities and Investments) in addition to holding specialist, profession-leading qualifications through the Society of Trust and Estate Practitioners and the Institute of Financial Planning.
Outside of work I am the Director of Youth Rugby at Linlithgow Rugby Club, am a Member of MENSA and a keen Sci-Fi geek! My personal time is devoted to my two boys and my wife Helen who works at the Helix, Falkirk (Kelpies).
Client's like the assurance of highly skilled, expert advice which is delivered in a friendly, approachable way with no jargon and no pretence.
We listen to our clients and try to understand them and their desires. We create a plan that aims to achieve peace of mind, security and a sense of well-being.
Most clients are concerned with how best to set up their finances to make the most of their PENSION - DEFINED BENEFITS, INHERITANCE TAX PLANNING, FINANCIAL PLANNING, CASHFLOW MODELLING
80 Avontoun Park, West Lothian, Linlithgow, EH49 6QQ
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