I am an independent financial advisor in Coldstream working with clients 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 are looking for an experienced independent financial advisor in Coldstream and throughout the Scottish Borders to discuss your personal financial goals and objectives, please get in touch to book your free initial consultation.