Fife Financial Planning Company Announces Expansion
A Cupar financial planning company has expanded to become one of the largest in Fife.
With hundreds of clients throughout Scotland and across the UK, RS Robertson Financial Planning provides high-quality personal advice to generations of families on many aspects of managing personal finance. Many clients are also business owners and directors requiring support safeguarding their futures from managing their pensions and tax to exit planning.
Enhancing the company’s portfolio of specialisms is new recruit and one of Fife’s only Chartered Financial Planners, Greg Mackie. Greg, who was previously Principle of Mackie Wealth Management, is also a Fellow of the Chartered Insurance Institute. Greg provides specialist financial advice to recipients of personal injury and clinical negligence awards, including their families, and has worked with a wide range of clients including minors and brain-injured individuals.
Meanwhile, David Haddow is a Financial Planning Consultant who also ran his own successful business,
David Haddow Wealth Management. He has worked in financial services for over 40 years.
Two members of staff have also been promoted, Kirsty Clark from Paraplanner to Financial Planning Consultant and Beverley Christie from Office Manager to Operations Director.
Gordon Laing is the Managing Director of RS Robertson Financial Planning, focusing on the firm’s strategy and growth plans.
Mr Laing said, “I am delighted to announce the expansion of our business which is testament to the growing demand for financial planning.
“We strive to ensure that our clients gain the very best financial advice so they feel informed and in control of their financial future. We understand that navigating financial products and services can be daunting and complex so we are privileged to support our clients as they progress through their lives, whether as individuals, couples, families or business owners. The last two years have, more than ever before, shone a light on the unpredictable and often turbulent nature of life. Society has changed, people are reassessing their lives from career changes to early retirement, life-changing considerations which require guidance and planning.
“Our new appointments will allow us to build and reinforce our offering, ensuring that clients, wherever life takes them, can influence and predict their financial futures as efficiently as possible.”
Mark Wyllie, Head of Business, St. James’s Place Wealth Management added, “We are delighted and proud of RS Robertson Financial Planning and believe the mergers represent a very positive outcome for the local St. James’s Place region and the clients we support.”