financial planning

financial planning
advisers in Scotland

McSherry Halliday has decades of experience in advising personal clients on efficient financial planning. We can put specific plans in place to help you to preserve valuable assets and meet your future needs.

There are no off-the-shelf financial solutions. Each client has his or her own personal concerns, responsibility, goals and ambitions. What may work for one person, may not necessarily be the best solution for another. We, therefore, have developed a tailor made approach to ensure that we build strong, trusted and lasting relationships with our clients to guide them through all of their current and future financial requirements.

We would be happy to meet with you and provide you with an overview of your financial arrangements and consider each area in turn and provide advice on the most suitable way to achieve your objectives. This can encompass protection, retirement, investments, savings and mortgage arrangements and would provide a detailed report explaining your current position and the steps that would need to be taken to meet your requirements.

As Independent Financial Advisers, we offer a fee-based service. This fee is dependent on the work carried out on your behalf. The first, no obligation meeting is at our expense and thereafter will advise on the specific costs of the services we would offer.

financial planning

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Alan Hewitt

Independent Financial Adviser

Susan Breen

Susan Breen

Financial Services Assistant

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