Norman, who is highly regarded in his sector, is both a chartered and certified financial planner. Joining Morton Fraser in May as a wealth and pensions expert, he is based in the firm's Edinburgh office. His appointment brings the number of financial advisers in the firm to four, reflecting the increase in investment advice that individuals are seeking from independent specialists. With an increasing complex investment landscape, Norman adds a reassuring senior level of advice and knowledge for clients.
Prior to his career at Turcan Connell for over seven years, Norman worked at MLP Private Finance, Aegon Asset Management and Scottish Widows Investment Partnership, where he was a fund manager and equity analyst.
Sue Hunter, partner and head of Morton Fraser's private client team said:
"Norman’s recruitment is part of a growth strategy in Morton Fraser’s wealth management team and we’re confident that he'll make a valuable contribution to our firm."
"It is very exciting for us as Norman's appointment is intended to add strength to our existing offering and allow us to service a growing number of financial planning clients. Our Private Client team has been growing over the past few years and Norman will play a key role in helping us to continue to deliver the high levels of service we are known for."
Morton Fraser’s Private Client team advises on a wide range of areas of expertise including wills, powers of attorney, finances, tax planning and succession, pensions, buying and selling property, later life care, trusts and family law.