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Norman Dalgleish

Wealth and Pension Planner
0131 247 3175

Awards

 

Overview

Norman is a Wealth and Pension Planner, based in our Edinburgh office.

Norman specialises in providing wealth management advice to private clients of all ages.  This covers the full range of financial planning issues, including technical pension analysis, taxation and investment portfolio reviews.  Norman's aim is to assist clients in achieving their future goals by helping them to put in place a sound financial plan that is appropriate for their needs and is optimally structured in terms of tax, cost and flexibility.

Norman is a Chartered Financial Planner and has been in financial services for over 18 years.  He also has a PhD from Edinburgh University in the statistical analysis of long term climate change.

Areas of expertise:

What our clients and peers say

Awarded the Insurance Society of Edinburgh's President's Quaich in 2010 for excellence in the CII examinations.

Insurance Society of Edinburgh

Memberships