I am an Independent Financial Adviser in Bearsden with over 20 years’ experience in helping individuals and businesses achieve their financial goals. Being independent allows me to search the entire market for the best solutions for clients on a bespoke, individual basis.
I specialise in Pensions for creative tax planning, designing investment portfolios to maximise income or capital growth relative to client’s risk profile, ethical investment strategies and inheritance tax mitigation strategies.
I provide financial advice in Bearsden and throughout East Dunbartonshire, including but not limited to;
If you are looking for an experienced financial adviser in Bearsden please get in touch. I offer a complimentary, no-fee, initial consultation (either face-to-face or over the phone) for customers. Please contact me to arrange yours.