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Derek Blaik

Financial Planning Director, Financial Planning

Contact Information

Telephone: 0131 228 8111

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Derek is responsible for delivering advice to clients on all aspects of Financial Planning including retirement solutions and strategies for investment, estate planning, protection and savings.  Derek is also part of the internal team responsible for marketing, business development and client reporting

Derek started his career with Scottish Widows and has been advising private clients since 1993. He has held senior financial planning positions with Dunedin Independent and Chase de Vere. In April 2010, Derek was promoted to Financial Plannning Director.

Qualifications:

Certified Financial Planner (CFP)

Advanced Financial Planning

Memberships:

Institute of Financial Planning

Specialisms

Financial Planning