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.
Pension planning - however simple or complex. Pensions are my professional love and I am a huge advocate of the benefits of sound retirement planning.
Helping someone be able to retire earlier than they thought possible is fantastic.
Please note I will only consider final salary transfers when you are close to retirement.
Long term care planning - knowing about the social work system, local authority funding and just how emotional getting someone into care is.
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