Based in Kirkcaldy – Helping people in Fife, the Lothians and beyond
Having undertaken work for many different clients from all walks of life over my years as a financial adviser, I realise that it can be hard for you to decide who you can trust for straightforward, no-nonsense, honest advice on how to maximise your financial assets to meet your lifestyle aspirations now, and to secure your family’s financial well-being in the future?
Based in Kirkcaldy, Fife I have been guiding people just like you safely through this minefield for over nine years.
- I offer locally based advice
- Face to face
- Tailored to your needs
- In the comfort of your home or office/workplace.
- With the initial ‘getting to know you’ meeting undertaken at my own cost
As an experienced independent financial advisor, I can operate completely independently of banks, building societies and other financial institutions, to research, identify and tailor financial planning to exactly suit you, your responsibilities and your lifestyle.Are you:
- Facing retirement now?
- Still working and looking to get a better understanding of future retirement plans?
- Looking to save or invest a regular premium or a lump sum?
- Looking to make sure that you and your family are properly protected against illness and death.