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 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

Norman specialises in providing wealth management advice to private clients of all ages. 

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.

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

Recent Content by Norman Dalgleish

26 Jun 2018

How to protect your damages payment following a successful claim

When you are making a personal injury claim, there comes a point when it is important to consider and plan for the future.  The length of time it...
Nicola Edgar, Norman Dalgleish
6 Apr 2018

10 steps to retirement

Over the past 12 months, we've been working with Stuart Morton (from our MFamily blog) to help him retire on his terms. Here's a summary of the...
Norman Dalgleish
27 Mar 2018

New FCA rules on defined benefit pension transfers

The Financial Conduct Authority (FCA) has just published its long awaited new rules on defined benefit (DB) pension transfer advice.  It has also...
Norman Dalgleish