Saunderson House

As a Chartered Financial Planner I work with our clients to determine and achieve their financial goals in the areas of wealth protection, retirement planning, estate planning and investment planning. I take a holistic view of our clients' finances and develop a tailored roadmap for their success. I do so by helping them to make informed decisions, which starts with demystifying industry jargon and clearly explaining the options that are available. I also work closely with other professionals such as Investment Managers, Solicitors and Accountants to provide an all-encompassing, robust advice.

I work within the financial planning team in the Glasgow office. As a team, we specialise in all areas of financial planning and wealth management for clients. I assist the team with research and recommendation reports specific to each client's circumstances and financial planning objectives.

I work in the financial planning team, providing office-based technical and administrative support to the financial planners and a second point of contact for clients.