0141 376 0059
Based in Glasgow
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FCA Regulated
Iain and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 24 April 2025
Iain and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Iain has not received any client reviews in the past 12 months
Iain has not received any reviews in the last 12 months
Iain has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 05 March 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
4
Qualifications Uploaded
Iain has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Iain has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Iain has not yet added their fees to their profile
Fees not yet added
Iain has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Iain and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 24 April 2025
Iain and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Iain has not received any client reviews in the past 12 months
Iain has not received any reviews in the last 12 months
Iain has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 05 March 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
4
Qualifications Uploaded
Iain has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Iain has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Iain has not yet added their fees to their profile
Fees not yet added
Iain has not yet added their fees to their profile
Specialising in Retirement Planning, Pension Strategy and Investment Management. We want to get to know you and your goals and build a strong financial plan for you to achieve them. Our initial meeting will be a relaxed chat over tea or coffee, finding out a bit about you and your life plans, and giving you the chance to get to know us as well. We typically follow up this first meeting with a cash flow plan and recommendations on how to best structure your portfolio. We then aim to formally review your plans and finances at least once per year with more informal ad-hoc meetings, if and when required. As a business we have over 15 years’ experience in financial advice and work hard to make our clients feel valued and make sure they know they can visit us at any time. As a result, we have many families where two and even three generations are current clients. We invite you to give us a no obligation call to see where we can help you with your financial planning. Our first meeting in the office will be available at no cost or obligation.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Iain's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
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