Planning for retirement involves making the most of your pensions, investments and tax planning to help create the future you can enjoy.
Let us help you with your investment planning, providing a solution that will suit your needs and lifestyle.
We can assist you in many areas of your personal wealth, working with you to produce a customised plan for your savings and investments.
It is important to provide financial security for you and your family when it is most needed, to protect yourselves from the unexpected.
Kevin impressed me with his professionalism and thorough knowledge of the financial world. His relaxed, warming attitude was most reassuring when discussing a revamp of my pensions and investments and I was very happy to accept his advice and recommendations.
I have happily forwarded Kevin’s name to both family members and friends who were also looking for advice.
Mr G Airdrie
I have been dealing with Kevin now for a number of years and I can honestly say that his financial knowledge and the advice given has been of a high standard. This in turn has helped me to make sound investments in the past and I look forward to continuing to do so for many years to come. The business of investments can be hard to understand for some of us but Kevin goes out of the way to explain all the details in an easy going manner that makes it easy to make choices tailored to my financial needs.
Mr G Coatbridge