Contact

Waiting to speak to a Financial Adviser may mean you have to work to an older age than you would want to, or don’t have the income in retirement you would like or expect.

 I am an Independent Financial Adviser working from Denny and Aberfeldy and advising clients in the areas listed below.

 I started as a Financial Adviser in 1999 with CIS Ltd and have since gained a wealth of knowledge and experience in the complicated area of financial planning.

 I specialise in Pensions and Retirement Planning and can also advise you on Investments, life insurance, critical illness and income protection.

 When I was 19 my landlady sent me to her Financial Adviser to start my pension.  It was 7 years later I became a Financial Adviser, after realising none of my friends had started pensions.  Now in my late 40s I have the knowledge and experience to help you understand how much you need to save to have the retirement you want and how to make it last the rest of your life.

 I offer a free, no obligation first meeting.  I provide financial advice to clients in the following areas:

•Denny • Aberfeldy • Perth • Pitlochry • Stirling • Dunblane • Dunfermline • Falkirk • Cumbernauld

If you are looking for an Independent Financial Adviser, please get in touch to book your free Initial consultation. 

Financial Advice Services


Watch video

My Financial Advice Process

1

At your initial meeting (which is free of charge) I will discuss the advice process with you and help you understand how I am able to assist with your financial needs.

2

I will carry out an extensive assessment of your financial circumstances to understand your situation and present you with an appropriate recommendation.

3

I will arrange and implement your agreed plan. This will include handling all of the fund and policy administration and ensuring documents are issued in line with your expectations.

4

As your financial and personal objectives may change over time I believe ongoing support is crucial in ensuring your investment portfolio remains up to date and will give you regular updates and information regarding your investments.

Financial Guidance