Expertise
- Investment Advice
- Investment Management
- Retirement & Pension Planning
- Retirement Advice
- Financal services
- Financial Advice
- Financial Adviser
- Life & Medical Insurance
- Life Assurance
- Inheritance Tax Planning
- IHT and Estate Planning
- family protection
- Pension Consolidation
- Business Protection
- ISA investments
- Income Protection
- Wealth Management
- wealth manager
- Independant Financial Advice
- Tax Allowances
- Tax Planning
- Financial Planning
- financial planner
- Personal finance
Summary
I'm a founding Director of Blackmount Private Wealth Limited, which is a firm of independent financial advisers based in Glasgow.
We specialise in giving unbiased advice that helps you navigate the complex world of wealth management. Our clients are usually individuals, families, or trusts.
As independent financial advisers, we are not committed to any product providers so the recommendations we make are based on thorough research of the relevant UK financial services market.
Our services centre around holistic financial planning with specific advice on:
- Retirement planning
- Investments
- Personal and mortgage protection insurances
- Tax and estate planning.
I personally hold a 1st Class degree in Finance, Investment & Risk alongside the Chartered Insurance Institute (CII) Diploma in Regulated Financial Planning and the Chartered Institute for Securities and Investment (CISI) Certificate in Advanced Financial Planning.
Experience
-
Blackmount Private Wealth
Director & Independent Financial Adviser
- Current
Education History
-
Finance, Investment & Risk
Glasgow Caledonian University
2014 - 2018
Qualifications
- Certificate in Advanced Financial Planning
- Diploma in Regulated Financial Planning
- Award in Long Term Care Insurance
- Certificate in Financial Services (General Route)
