Head of Financial Planning
Barry heads up the Financial Planning team and also has the coveted status of Chartered Financial Planner. Based in our Dundee office, Barry has over 25 years experience in the Financial Services sector and advises both individuals and companies on all aspects of investments including retirement planning, investments and protection. His personable approach coupled with a wealth of knowledge ensures his client’s needs are put first. He holds a G60 qualification, which allows him to instruct on specialist pensions and pension transfers.