I have been in financial services for most of my working life and an Independent Financial Adviser for nearly 30 years. I lead the team at Henderson Loggie Financial Planning from our head office in Dundee, but living in Fife makes it easy for me to be on hand in our Aberdeen, Edinburgh and Glasgow offices.
I look after a broad portfolio of mainly private clients and take
pride in delivering
and personal service. Over the years, I have advised clients on most aspects of
financial planning. However, my time now is spent mostly on retirement
and estate planning incorporating detailed tax and investment advice tailored
to individual needs.
Outside of work with my football playing days behind me, my favourite pastime is golf and I do look forward to my trips away with friends and family including a ski trip to the beautiful Dolomites most years.