about us our wealth planners daniel murdoch
Pension Transfers (AF7)
AF8 - Retirement Income Planning
Diploma For Financial Advisers (DipFA)
Daniel has worked in financial services for over 8 years and been a planner for 4. He is a specialist in pensions and retirement planning and is working his way towards becoming Chartered. Dan works in the Inverness office but has clients all over Scotland.
"I like to spend my time with friends and family as well as following Scotland at almost any sport, although mainly football and rugby. I also attempt to play golf at my home course of Nairn."
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.