An Independent Financial Adviser in Dumfries with over 20 years’ experience. I have attained a Degree in Maths and I’m working towards Chartered Financial Planner status.
I provide a range of financial advice with focus on Retirement Planning, Investments and Inheritance Tax Planning working alongside local Solicitors as part of a multidisciplinary team catering for the holistic needs of clients.
By embracing technology, this enables me to help clients engage with their finances and for me to work efficiently and effectively.
I provide financial advice in the Dumfries & Galloway region such as;
- Castle Douglas
- Newton Stewart
If you are looking for an experienced financial adviser in Dumfries & Galloway get in touch for your no obligation consultation which is free of charge.