40 Redwood Crescent, Highland, Inverness, IV2 6HBMake an enquiry
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.
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