Wealth and Pension Planner
Norman is a Wealth and Pension Planner, based in our Edinburgh office.
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.
Individuals and Families expertise
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.
Awarded the Insurance Society of Edinburgh's President's Quaich in 2010 for excellence in the CII examinations.
Recent Content by Norman Dalgleish