Wealth Planner
I hold the diploma in Regulated Financial Planning and specialise in providing financial advice in areas such as pensions, retirement, investments, inheritance tax and protection. I work with my clients to help them make sense of their finances, understand their priorities, and design a plan to reach their financial goals, both long and short term. Whether these goals involve paying for a child’s education, retiring comfortably, or passing on wealth, I will work with you to deliver the best financial advice to meet your objectives.
Location: Edinburgh
A bit about me:
My main enjoyment outside of work is spending time with my wife and two young children. I also really enjoy travelling and playing sports such as football and golf.
What does can-do mean to me:
You could call it an ethos, an approach, or an ideology. We simply call it can-do.
For me, in my role as a Wealth Planner, a can-do attitude is not just about having financial knowledge; it's a holistic approach that combines technical expertise with the personal touch and a commitment to building valued relationships with my clients to enable them to live the life they want to.
Contact:
Kevin.Motion@canaccord.com
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