I am a family man, with 3 children and understand the challenges people have in life around finances and planning for their future. My job is to make sure you are happy throughout the journey pre and post retirement and we work together as a team. I have found this works well and my valued clients trust me with their family wealth and finances through the years.
I pride myself as approachable, focused and positive about life. My clients prefer the old fashioned home/office visit where we can discuss face to face. I have technology and state of the art systems in the office. Happy to meet people from all over Scotland even though I am based in Inverleith - Central Edinburgh. I can meet at your home, a café or one of the two offices in Edinburgh.
My son is a professional footballer and I follow his career every Saturday. I am also reasonably young for a Financial Advisor at 50 years of age! I look forward to meeting you. Lets have a coffee and a chat around your future.
Building close relationships and working as a team throughout the years especially focused on Pensions, Savings and Investments. Understanding clients needs now and in the future and helping people reach their goals and dreams over the years. Long term relationship building and positive future planning.
Kinnear Road, Edinburgh, Midlothian, EH3 5PG
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.