I am an Independent Financial Adviser based in Dumfries. I provide financial advice on a wide range of areas including Pension Advice, Retirement Planning and Investment Planning.

Free Initial Consultation

I’m happy to work with you either face to face or remotely – whichever suits you best. Whether you prefer the convenience of virtual meetings or the personal touch of in-person discussions, I’m flexible and here to make things as easy as possible for you.

I am fully regulated by the Financial Conduct Authority (FCA), ensuring that my clients receive advice that meets the highest professional standards. To support transparency, I also provide an Advice Fee Calculator, so you can see how much my services cost before making any commitment.

If you are looking for an experienced financial adviser in Dumfries, please get in touch.