I have worked in financial services for over 27 years. Over that time, I have successfully built long term professional relationships with many individuals, local businesses and family trusts gaining an extensive and broad-ranging level of experience.
It has always been my belief that the most effective financial advice has to be based on working closely with clients to get a sound understanding of their financial situation and what they want in the future, then delivering tailored solutions to meet these goals. An integral part of a strong working relationship with my clients, is regular reviews, ongoing communication and a commitment to long-term support. Many of my clients have personally dealt with me for over 15 years and they have stated clearly that this type of service is something they have rarely experienced elsewhere.
Having worked within an existing St. James’s Place Practice for 4 years, I having recently set up McDermid Financial Planning as its own Partner Practice within St. James’s Place, allowing me to deliver this personalised service and expert advice on financial planning and wealth management to all kinds of people.
I have worked very closely with local schools, businesses, football clubs and retirees from the financial sector. I regularly work with them to ensure that all aspects of their clients’ financial affairs are considered.
So do get in touch today for an informal chat or an introductory meeting, and let me show you how McDermid Financial Planning can offer you a refreshingly different approach to your long-term financial future.
109 Swanston Road
Tel: 0131 357 3240
Mobile: 07449 95444