Diploma in Financial Planning (DipPFS)
Keith has worked in Financial Services for over 32 years with a large part of his career spent at Scottish Widows. He specialises in both pre and post-Retirement Planning and is a big advocate of Lifestyle Financial Planning. He is passionate about ensuring his clients can establish what they have, what they would like and how to achieve and maintain those objectives.
I live just outside West Linton with my partner Nicki, 4 children and 2 dogs and in what limited spare time I have I like to spend time trying to become a single handicap golfer and watching my local football team Heart of Midlothian
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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.
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