I have worked in financial services for over 25 years. Over that time, I have successfully built long term professional relationships with many individuals, businesses, trusts and charitable bodies, gaining extensive and broad-ranging experience.
I’ve always believed that the most effective financial advice is based on working with clients to get a sound understanding of their financial situation and goals, then delivering tailored solutions to meet these goals. It’s also about regular reviews, ongoing communication and a commitment to long-term support. Many of my clients have told me over the years that this is a type of service they have rarely experienced elsewhere.
This is one of the key reasons why I set up Wallace Financial Planning in 2013. From our offices in Haddington and North Berwick, we work with people and businesses across East Lothian, Edinburgh and beyond, delivering our distinctive service and expert advice on financial planning and wealth management to all kinds of people.
We have close working relationships with East Lothian solicitors and accountants. We regularly work with them to ensure that all aspects of their clients’ financial affairs are considered.
So do get in touch today for an informal chat or an introductory meeting, and let us show you how Wallace Financial Planning can offer you a refreshingly different approach to your long-term financial future.