I am an independent financial adviser in Inverurie and throughout Aberdeenshire, with over 25 years’ experience in the financial services industry. I started providing financial advice in 2003 and have a wealth of experience in providing clients with individual financial solutions to meet their own needs and goals.
I am very proud to have been named one of Vouchedfor’s top-rated financial advisers in the UK.
As an Independent Financial Adviser, I provide financial planning solutions to streamline complicated finances, reduce taxes in retirement, plan for income in retirement plus help you understand investments and your own personal financial plan. I help private individuals in all areas of financial planning including pre and post-retirement planning, equity release, protection planning as well as savings and investments. Being independent enables me to provide you with truly unrestricted and unbiased financial advice from the whole of the market, on a bespoke, client-focused basis.
I specialise in Retirement Planning (both accumulating wealth and taking an income), as well as general investment and estate planning.
My primary focus is always my client and I strive to build and maintain long and meaningful relationships with ongoing advice and empathy. I take the time to understand clients and their circumstances before making recommendations.
I provide a personalised independent financial advice service in Inverurie and the surrounding areas, including but not limited to;
If you are looking for a financial adviser in Inverurie or throughout Aberdeenshire, please contact me to arrange your complimentary, no-fee, initial consultation.