Keith Drysdale

I've worked in Financial Services for 34 years now and spent a large part of my career working with numerous Financial Advisers across the central belt during my time with Scottish Widows. I then made the transition from advising advisers to advising clients in 2018 and strongly believe that whether you are interested in finances or not everyone should have access to high-quality independent financial advice and know what their financial plan and their financial future looks like. I work with a range of people including: • 20 & 30 - somethings – Buying your first home, moving up the property ladder, protecting the things that are important to you and making steps to secure you family’s financial future are all things I can help with. • 40 - somethings - Retiral plans will be coming into view and ensuring you are on track as early as you can is crucial. Striking the balance between covering the outgoings and planning for the future. • 50 - somethings – The retirement date is possibly coming into focus and in creating a financial forecast I can help you establish when and what retirement might look like. • 60 - somethings – The active retirement years when ensuring longevity of your wealth becomes key. I’ll help you to keep your finances in order both for today and for future legacy planning. In the current marketplace, advice and straightforward explanations are needed more than ever. I understand the need to feel looked after – to have a financial adviser who cares about your situation, needs, and circumstances. Having experienced how Financial Advice has been delivered in the past I have a clear understanding of the level of service I like to provide to all of my clients. At our initial clarity meeting, which is provided at no cost or obligation, I will take the time to get to know where you are currently, what you want to achieve and establish whether we can work together to help you achieve both your financial aims and objectives, but more importantly help you lead the life that you want to lead. That's after all the reason we all do what we do !