Our Wealth Planners
Richard Nicholson
Chartered Financial Planner and Certified Financial Planner
Based in Sale
Link to profile
Robert MacDonald
Chartered Financial Planner and Certified Financial Planner
Based in Gourock
Link to profile
Book a meeting
It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.
Thank you for submitting your details. We’ll be in touch to arrange a convenient meeting time for you.