I can also offer more technical advice regarding tax planning and I am able to help you to protect your estate by ensuring inheritance tax liabilities are kept to a minimum.
My business is based in our welcoming offices at 1 Leslie Street, Blairgowrie. I am also able to offer you my services at the St. James's Place office Melville House in Edinburgh, St. James's Place office in Glasgow and St. James's Place Wealth Management House in Aberdeen. Through meeting face to face, my aim is to build a personal, long term relationship with you keeping you informed of the most appropriate financial services and products through your life as your needs change. I am committed in helping you to achieve or maintain security for you and your loved ones.
I grow my business through client introductions, if you have any friends, colleagues, clients or associates who may benefit from meeting with me in order to ensure they are financially well organised, please feel free to contact me.