Martin Dubber heads up the wealth management and financial services team.
Martin has over 20 years of experience in advising on all aspects of personal financial planning for individuals and businesses.
Donald Reid Financial Services will review your current financial situation, your goals and your appetite for risk. Having established these factors and combining this with our knowledge of your business and taxation requirements, 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.
We cover the following areas:
To arrange a complimentary meeting to discuss your financial planning and wealth management requirements, please telephone 01628 760 000.