We specialise in all aspects of pension planning and we provide advice to clients in relation to savings and investments, making extensive use of investment platforms as a means of managing wealth in a more effective way.
We also provide advice for those interested in Equity Release and Retirement Mortgages, helping people release some of the value in their property for a variety of purposes.
Our service is based on a holistic approach to financial planning, with a full fact-find and risk assessment carried out at outset to ensure recommendations are tailored to your specific requirements.
With over 30 years experience in financial services I have the knowledge and expertise to advise you, whatever your requirements are.
I meet clients at their own home or place of business, and I offer a free initial pension, financial and investment health check . I take the time to ensure you are fully informed and my objective is to become your trusted adviser of choice.
40 Redwood Crescent, Highland, Inverness, IV2 6HB
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