Wealth management
Donald Reid Financial Services will review your current financial situation, your goals and your appetite for risk. Having established these factors, we will then tailor a plan specific to you, using only the most appropriate tools and products available from across the entire market.
As your requirements are subject to change, we will be in regular contact to make adjustments to your plan to reflect changes in your life, the market place or changes in legislation.
Mike Duffin and his team can help you deal with the following scenarios:
- how your spouse/partner or children would manage in the event of your death or serious illness
- how your business would survive if a key employee were to die or be taken seriously ill
- what would happen if you or a family member were taken suddenly ill or had a serious accident
- what would happen if you or your spouse/partner become unemployed
There are a number of options and products available for all of these situations so please contact Mike Duffin to find out more.

