I am an Independent Financial Adviser in Gretna covering Cumbria, Dumfries and Galloway. With 25 years experience I provide financial advice on a wide range of areas specifically Inheritance Tax Planning, and Investment Planning.
I offer a free, no obligation first meeting and I am able to travel to your home or meet at my office in Carlisle. I also provide a yearly review meeting, or earlier at your request, which means I’ll keep in touch and keep you updated of any changes. This also provides you to update me on any potential changes in your circumstances.
I work as a financial adviser in Gretna and provide financial advice to customers in Cumbria and Dumfries and Galloway. Some of the areas I cover include;
If you are looking for an experienced financial adviser in Gretna, please get in touch to book your free initial consultation.