I am an independent financial adviser in Coldstream working with clients in Kelso, Berwick upon Tweed and throughout the Scottish Borders. I have spent nearly 10 years building a reputation for trustworthy financial advice in the Scottish Borders and beyond.
I specialise in Pensions, Investments, Protection and Inheritance Tax Planning. I also assist clients in the area of retirement planning, encompassing everything from starting saving for your future early, helping your savings grow tax efficiently, assisting you to exit your workplace/business smoothly and then sustaining your income throughout retirement; and eventually helping you pass your estate to your loved ones.
Of particular pride is the work I undertake to improve the Scottish Borders business community. I am a Director of Scottish Borders Chamber of Commerce and a founding member of Scottish Borders Young Professionals. I also take the time to teach classes to students in Scottish Borders high schools about personal financial planning as I firmly believe in the importance of instilling healthy financial awareness at a young age.
If you would like to discuss your personal financial goals and objectives, please get in touch. Your initial meeting is completely free of charge. I provide financial advice in Coldstream and throughout the Scottish Borders including (but not limited to):
If you are looking for an experienced independent financial adviser in Coldstream, please get in touch to book your free initial consultation.