I have worked in Financial services my whole career, predominantly supporting other financial advisers to improve their technical knowledge and private client skills.
I have been director of DWM Financial Planning since 2022, and now provide financial advice directly to clients, allowing them to benefit from my knowledge and experience.
I am a Chartered Financial Planner and Fellow of the Personal Finance Society which means I have expertise in all areas of financial planning.
As an accredited member of the Society of Later Life advisers (SOLLA), I am also experienced in helping older people and their families with later life financial matters.
John Smith Business Park 1 Begg Road, Kirkcaldy, KY2 6hd
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John Smith Business Park 1 Begg Road, Kirkcaldy, KY2 6hd
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