12 Scobbie Place, Falkirk, Redding, FK2 9AFMake an enquiry
I am a Chartered Financial Planner with over 15 years’ experience. Specialising in pension planning and long term care.
I am professional, amiable and intensely client focused. I am proud of my enthusiasm for my profession and the desire to help families navigate through what can be complex financial situations.
As one of only a few Independent Chartered Financial Planners in Scotland Accredited by SOLLA (Society of Later Life Advisers) I have the requisite skills and knowledge to help clients at what can often be a stressful and emotional time.
I am a pension transfer specialist, a member of the Personal Finance Society and an Associate of the Chartered Insurance Institute.
I am proud to be a Chartered Financial Planner, the Chartered Financial Planner status is a widely accepted 'gold standard' qualification for professional financial planners in the United Kingdom.
By definition, holders of the Chartered Financial Planner qualification are among the most experienced and most qualified advisers in the profession.
I am part of the Fairstone Group, Fairstone Financial Management Ltd is a national firm of Independent Financial Advisers. Established in the North East in 2008, Fairstone is now one of the UK’s largest Chartered financial planning firms.
While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.