Stephen McWatt - Financial Consultant - Edinburgh
Qualifications
- Associate of Institute of Bankers (AIB)
- Scottish National Certificate (SNC) in Economics, Law and Financial Planning
- Financial Planning Certificate:
- G10 Taxation & Trusts
Experience
Stephen has been in the industry since 1970, joining from Royal Bank of Scotland where he was an assistant adviser in the Trustee and Investment department.
Since then Stephen has held positions in Slessor and Co, Consulting Investment Brokers, Berry Birch & Noble IFA and Wentworth Rose IFA (later Origen) as a Financial Consultant.
Stephen has always retained personal clients, advising on investment, personal pensions, protection and tax planning. All of these clients have remained loyal to Stephen over many years, indeed several dozen over 25 years.
Specialisation
High worth clients, requiring bespoke investement, retirement planning and tax advice.