Keith is a Wealth and Pension planner, based in our Edinburgh office.
Keith joined Morton Fraser in January 2015 and specialises in providing holistic financial advice to private clients of all ages on a wide range of financial planning issues, such as pension provision, reviewing clients' investment portfolios to ensure that they are appropriate for their needs and ensuring that all any assets are held in the most tax efficient manner.
He particularly enjoys passing his knowledge on to his clients to reduce the "fear factor" that many people face when trying to deal with their financial planning, to allow his clients to feel more confident in the knowledge that they understand their financial position both now and in the future.
Keith is a Chartered & Certified Financial Planner and has been in the industry for 16 years. He is one of only a handful of Financial Planners in the country to have obtained Chartered Financial Planner status from the Chartered Insurance Institute, Chartered Wealth Manager status from the Chartered Institute of Securities and Investments and the Certified Financial Planner designation from the Institute of Financial Planning. In 2009 he was awarded the Fellowship of the Personal Finance Society.