Norman Dalgleish

Wealth and Pension Planner
Edinburgh Office
Norman is a wealth and pension planner, based in our Edinburgh office, providing financial planning and wealth management advice to our clients.

Norman is a Chartered Financial Planner and independent financial adviser, and has been in financial services for nearly 25 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 in the statistical analysis of long term climate change and a first class Mathematics degree, both from Edinburgh University.

Membership & Awards
Chartered Insurance Institution

Individuals & Families Expertise

Norman provides financial planning, wealth management, and pension planning 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.  

Norman frequently works alongside our solicitors to provide financial advice and planning that is intertwined with legal advice in areas such as divorce, personal injury, and senior executive settlement agreements.