You can be confident that my services will always be tailored to meet the needs of your individual circumstances. I have always wanted to do more to help and support people and hopefully make adifference in their lives, one of the reasons I became a volunteer for the British Red Cross. I deal with the collecting and delivering of wheelchairs to and from people who have had accidents, those who have poor mobility and those who may be terminally ill.
What sets Munro Active Wealth Management apart is our client centred approach which underpins all our operations. We practice the principles of trust, integrity and honesty - values integral to ourculture and business ethics. We take a holistic approach to our service. Looking further ahead, we ensure we meet with all our wealth management clients at least annually for a financial review.
Caledonian Financial Management are a firm of highly qualified Independent Financial Advisers based in Hamilton, Scotland. We have real passion for helping our clients reach their financial andlifestyle goals. We offer a holistic and uniquely tailored financial planning service to our clients and provide a financial planning service to both personal and corporate clients.
David Dougan Financial Services Ltd is an appointed representative of Financial Ltd, which is fully authorised and regulated by the Financial Conduct Authority as an Independent Financial Adviser(IFA). As such, we provide genuinely independent and unbiased financial advice on matters including pension arrangements, investments, life assurance and general financial planning - for individuals, partnerships and companies. We believe in personal service.
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