Drew Nutsford – Edinburgh
In recent years, Drew has been named Succession Wealth’s Planner of the Year and a Rising Star. Since joining financial services in 2005, Drew has developed a wealth of knowledge and experience which is demonstrated in the financial plans he creates and manages for clients of all ages and circumstances. As a Chartered Financial Planner and Fellow of the Chartered Insurance Institute he has a strong conviction that sound financial decisions are best made from a position of knowledge and understanding.
He specialises in retirement planning (both pre and post retirement) and uses intelligent forecasting to help his clients use their wealth wisely and pass their wealth on to the right people. This includes assessing and advising on final salary pensions.