Diploma in Financial Planning (CISI)
Roddy has worked in Financial Services for the last 25 years with the last 10 years at Succession Wealth. With a personable approach he helps clients work towards their long-term financial goals with a solution led regularly reviewed service.
"I enjoy the outdoor life in the Highlands of Scotland walking , camping , music events and golf."
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.