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.