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.  As an independent financial adviser (IFA) I am able to give unbiased advice about a whole range of financial products available from different companies.

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;

• Annan
• Castle Douglas
• Dalbeattie
• Gretna
• Langholm
• Lockerbie
• Moffat
• Newton Stewart
• Sanquhar
• Stranraer
• Thornhill
• Whithorn

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.