Based in Fife, I have been providing financial advice to clients in East of Scotland for over 20 years. I am dedicated to giving highly individual advice which is totally focused on my client’s specific needs and situation. By always ensuring I am aware of the ever changing developments within the financial services industry I offer my clients a professional and efficient service that is delivered with a personal touch.
Although I advise on every aspect of financial planning, in recent years I have concentrated on giving financial advice to clients for their later years.

I help clients with very important financial decision-making for their retirement years to ensure they strive to achieve all their hopes and expectations and enjoy a secure and relaxed retirement.

Costs
Initial discussion to identify if I can help you with your financial planning is without charge. If following initial discussion you wish for me to do work on your behalf I will advise you of any charges involved and these charges will be fully discussed and agreed prior to work being undertaken.