In my five years, I have advised from young individuals and professionals beginning their financial journey while looking to make their mark in society, to those who are in the middle of the careers, to older clients completing their financial journey. I have found it to be an amazing experience discussing their situation, hopes and dreams and providing them with the right information to make educated decisions.
Having a good technical knowledge is important but the ability to listen and connect is what I believe really matters to clients.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
51 Harvesters Way, Flat 3, Edinburgh, Lothian, EH14 3JP
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