About the Business

I have been giving clients Financial Advice since 1997 and from March 2002 I have been a Financial & Mortgage Adviser (FA) based in Dunfermline, Fife, although I have many clients based all over the United Kingdom. Amongst the products and services I offer are Investments, Pensions, Life Insurance, IHT planning, General Insurance & Mortgage Advice. I offer all my clients the opportunity to get the advice and cover they need by phone, on-line or a personal visit either at your home, place of business, or in my office.

My primary aim is to provide every one of my clients, whether personal or corporate the highest standards of advice and service. I take great care in discussing their specific requirements to ensure that I match my clients to the best possible solution.

Location & Hours

5 Castle Court

Dunfermline, KY11 8PB
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