I am an independent financial adviser in Falkirk, with almost 30 years’ experience in the financial services industry. I provide a fee based financial planning service with a key focus on investment planning, pensions, tax-efficient investments and Inheritance Tax planning.
I work with business owners and private individuals to help them plan a financially secure, comfortable and fulfilling retirement. It can often be the first time they have really considered their current net worth, future income streams in retirement and potential legacy.
Accruing wealth and capital for future income, demystifying the world of pensions, explaining pension income options at retirement and using the tax breaks still available are a core part of the advice delivered as holistic financial planning, in a clear, concise way.
I provide a personalised independent financial advice service in Falkirk and the surrounding areas, including but not limited to;
If you are looking for a financial adviser in Falkirk, please contact me to arrange your complimentary, no-fee, initial consultation.