Wealth and Pension Planner
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
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.
Awarded the Insurance Society of Edinburgh's President's Quaich in 2010 for excellence in the CII examinations.
Considerate and helpful advice offered in a stress-free environment
Recent Content by Norman Dalgleish
Awarded the Insurance Society of Edinburgh's President's Quaich in 2010 for excellence in the CII examinations. Insurance Society of Edinburgh