Edinburgh 0131 247 1000
Glasgow 0141 274 1100
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Norman Dalgleish

Wealth and Pension Planner

0131 247 3175
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Norman is a Wealth and Pension Planner, based in our Edinburgh office.

Norman is a Chartered Financial Planner and independent financial adviser, and has been in financial services for over 20 years.  He has been certified to provide financial advice under the Financial Conduct Authority's Senior Managers and Certification Regime.  He was previously a fund manager, and also has a PhD from Edinburgh University in the statistical analysis of long term climate change.

Individuals and Families expertise

Norman provides financial planning and wealth management advice to private clients and trusts.

This advice covers the full range of financial planning issues including pensions and investment, tax efficiency, Inheritance Tax planning, and protection.  Norman particularly enjoys helping those planning for retirement, including technical work on issues such as the Lifetime Allowance but also helping clients work out what they want retirement to look like and how to make that happen.  As a former fund manager, Norman is well placed to provide investment advice for clients, be that reviewing existing investments or advising on the investment of new funds such as an inheritance or business sale.

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

Considerate and helpful advice offered in a stress-free environment

Private Client

Recent Content by Norman Dalgleish

7 Jul 2020

Investment Update - July

The UK stock market remains broadly stable, with the FTSE around 6200 for the last month.  It even managed to find some good news in the US job...
Blog
Norman Dalgleish
16 Jun 2020

How is the economy looking?

Where applicable, I hope everyone has managed to make use of the slight relaxation in restrictions.  Who knew that sitting on a (more than 2m long)...
Blog
Norman Dalgleish
4 Jun 2020

Investing with a conscience on World Environment Day

Investing in an ethical or environmentally friendly manner has been growing steadily in popularity over the last 40 years.  As an example, the...
Blog
Norman Dalgleish

AWARDS

 

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

Memberships