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

15 Jan 2021

Mind the Divorce Gap

Divorce is a difficult, emotional and stressful process.  It can therefore be tempting to just want the whole process to be over as quickly as...
Blog
Dianne Millen, Norman Dalgleish
13 Nov 2020

What are your hopes and dreams? - Talk Money Week Part 5

Talk Money Week is an annual campaign that is designed to get people talking about money. All of us involved in the financial advice profession are...
Blog
Norman Dalgleish
12 Nov 2020

Discussing Money with your Children - Talk Money Week Part 4

Talk Money Week is an annual campaign that is designed to get people talking about money. All of us involved in the financial advice profession are...
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