An IFA for 17 years, I’m the Senior Consultant for Haines Watts Financial Services/Chartered Accountants in Glasgow.
I work with the Accountancy practice to add Independent Financial Advisory guidance to clients, maintain proactive relationships with a range of like-minded professionals as well as retaining my own client base.
Our Financial Services business strategically and successfully merged with BestInvest in January 2010.
This merger has allowed HWFS to meet the Retail Distribution Review (RDR) requirement before it comes into effect in 2012.
We offer, in conjunction with BestInvest, a full range of Investment Management Services and have in excess of £7bn in funds under management for Individuals, Corporates, Charities and Trusts.
In the knowledge the Investment Management is being run by BestInvest, this allows our business to spend more time doing what all Financial Planners should - spending more time with our clients.