Services Navigation:
Current Financial Position
We review your current financial position. From this, we will form a clear understanding of all the areas that need to be addressed in order to meet your financial objectives.
This forms the basis for tax planning advice. We then agree a financial planning strategy with you to help meet your goals.
Our review covers:
- Family and individual protection
- Pensions
- Investments
- Savings
- Your retirement plans
- Current and future income requirements
- Your attitude towards risk
- Your dependants' financial needs
For further information, contact one of our financial planners.
Documents
Associated Personnel
- Directors
- Bob Hair
- Financial Planners
- Derek Blaik
- Norman Dalgleish
- Joanne Keir
- David Murray
- Shane Presley