I am an Independent Financial Adviser in Denny with a wealth of experience, having started in the Financial Services industry as a financial adviser in 1999.
My aim as a financial adviser is to simplify a complex industry, in a way that makes sure you achieve your financial goals.
I specialise in Retirement Planning, Pensions, Investments and Protection, including life insurance, critical illness and income protection.
The reason I became a financial adviser is because when I was 19 years old and got my first paycheck, my landlady told me she’d booked me a meeting with her financial adviser so I could start my pension. Not everyone gets that sort of help and I wanted to change that. Good financial planning has really helped me prepare for my future, let me help you too.
I offer a free, no obligation first meeting. I work as an independent financial adviser in Denny and provide financial advice to customers in the surrounding areas including;
- Bridge of Allan
If you are looking for an experienced independent financial adviser in Denny, please get in touch to book your free initial consultation.