David is one of the Senior Consultants within the team at MHA Henderson Loggie Financial Planning. He brings 30 years of industry experience to his role within the Firm.
David works extensively with high net worth individuals as well as the SME sector, and for the last 20 years he has developed particular expertise in the area of Self Administered Schemes – SIPP and SSAS. This specialist area of pension planning can also act as a very useful business tool as well as a source of capital. David recently made use of a Self Administered Scheme in helping a family business formulate an exit and retirement strategy with the creative use of a SSAS.
In addition to his pension work David also advises both corporate and individuals on strategic investment and Inheritance Tax Planning.
Jim is Managing Director of MHA Henderson Loggie Financial Planning, responsible for the overall running of the financial services firm ensuring we offer our client’s pro–active advice in all areas of financial planning.
Jim acts as adviser to a portfolio of private clients and has a particular interest in assisting both companies and individuals with their pensions and personal investment planning both pre and post retirement. He also has a breadth of experience of the financial planning requirements across a broad range of corporate sectors advising on the constantly changing pension legislation and the impact this has on members of defined benefit pension schemes in particular.
Jim holds the Advanced Financial Planning Certificate and is the firms nominated compliance officer and pension transfer specialist.
Having worked within the financial services industry since 2006, Ricky has gained valuable career experience within different roles in financial services companies.
At MHA Henderson Loggie Financial Planning Ricky specialises in pensions within the corporate sector, providing advice and project planning services on the new government regulations set out on workplace pension schemes, also known as auto enrolment. He also looks after the needs of a portfolio of personal clients assisting them with pre and post retirement financial planning requirements.
Susan has worked in Financial Services for many years and is responsible for the day to day operational matters with MHA Henderson Loggie Financial Planning. Susan’s role requires her to have a thorough understanding of every type of advice the team provides, along with the systems and processes to deliver these services.
Susan specialises in pensions and has enjoyed the challenges and opportunities that the changes in legislation have provided over the years.
Susan has been instrumental in establishing the auto enrolment pension team within MHA Henderson Loggie, liaising with all departments and project planning for clients. She is a regular press contributor, commenting on pensions and wider financial services topics.
Jonathan has worked in the financial services industry providing advice since 2006. Having previously worked with a national advisory firm he has gained extensive experience in advising clients on their financial planning needs.
Jonathan provides advice to individuals as well as corporate clients with a focus on key areas including pensions, investments and Inheritance Tax planning. Looking after both new and existing clients, Jonathan ensures that his clients’ financial objectives are achieved utilising the most effective and tax efficient solutions.