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I provide financial advice in Glasgow and have over 29 year’s experience in the financial services industry. Being independent enables me to provide you with truly unrestricted and unbiased advice from the whole of the market, on a bespoke, individual basis.

My areas of expertise include pensions advice, investments and equity release markets.

I work closely with clients to help you grow and protect your wealth; taking the time to learn about your situation and create a personalised, well planned financial strategy to meet your financial goals. In the ever changing world of financial planning, knowing your needs and circumstances, allows me to create a plan that can adapt to any changes.

I pride myself on providing the highest level of customer service and building long term relationships with clients and working with you for the whole journey. I focus on clear communication so that clients fully understand the facts and recommended solutions, enabling you to make well-informed decisions.

I offer a complimentary, no-fee, initial consultation (either face-to-face or over the phone) for customers. Please contact me to arrange yours.

Financial Advice Services


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My Financial Advice Process

1

At your initial meeting (which is free of charge) I will discuss the advice process with you and help you understand how I am able to assist with your financial needs.

2

I will carry out an extensive assessment of your financial circumstances to understand your situation and present you with an appropriate recommendation.

3

I will arrange and implement your agreed plan. This will include handling all of the fund and policy administration and ensuring documents are issued in line with your expectations.

4

As your financial and personal objectives may change over time I believe ongoing support is crucial in ensuring your investment portfolio remains up to date and will give you regular updates and information regarding your investments.

Financial Guidance