Independent Financial Adviser
121 West George Street, Glasgow, Kilmarnock, G2 2SD
First meeting at adviser's own cost
I prefer old fashioned, face to face advice, and I'm happy to meet you in our Glasgow office, or in the comfort of your own home. Given current travel restrictions, discussions are available via Microsoft Teams, Zoom, Facetime, Skype, WhatsApp etc.
I started my banking career back in 1981 and worked through the ranks there for 31 years. Latterly, I was Area Manager for Financial Planning covering Ayrshire, Renfrewshire and Argyll. I became an Independent Financial Adviser after being made redundant, joining Advanta Wealth in April 2020.
Via Advanta Wealth we have specialists in Pensions, Investments, Protection, Mortgages, Personal & Business Insurance.
If I am unable to assist you directly, it is likely that I will be able to provide access to someone who can.
Where to find us
Head office address: 121 West George Street, Glasgow, Kilmarnock, G23 5DH
Chartered Financial Planning practice providing Solutions for every statge of your financial life,delivering a first class service from a firm that truly puts clients at the centre of everything we do.
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