Helping you understand and plan your finances and pensions I advise on a range of products from Prudential and from a carefully selected panel of providers.
I am a Financial Adviser and Director of KSM Wealth Ltd (FCA-1017794), an Appointed Representative of M&G Wealth Advice (FCA-584256). This is known as restricted advice
14/08/2026
Financial Awareness Day - Why financial confidence matters at every stage of life This Financial Awareness Day, discover why money and mental health are so closely linked, why financial stress can affect anyone, and how taking time for a simple financial review can help you move forward with greater confidence.
17/06/2026
Leaving a legacy isn't just about passing on wealth—it's about protecting your family's financial future and ensuring your wishes are carried out.
Forward planning can help ensure your assets pass to the people you choose, in the way you intend, while potentially reducing unnecessary tax liabilities.
"If you'd like a copy of our guide, 'Leaving an Inheritance – Getting to Grips with the Basics', get in touch and we'd be happy to send one over."
27/04/2026
23/04/2026
having a great lunchtime sitting in the sun at the riverbank. feeling relaxed.
Is an Anchor holding you back? Are you always referring to a piece of information that clouds your subsequent decision making?
03/03/2026
We are delighted to be exhibiting at Granite Expo 2026.
You can attend for FREE using this Eventbrite link: https://www.eventbrite.com/e/spring-granite-expo-2026-tickets-1984057377024?aff=oddtdtcreator
22/02/2026
I am pleased to announce that I have joined the award winning team At Phil Andersons Financial Services. Starting on Monday 22nd. Phil and his teams are independent financial advisors with access to the whole market, as opposed to my previous role as a restricted advisor at M&G Advice..
06/02/2026
We are delighted to share that Neil Gallagher has been named as Scottish Mortgage Adviser of the Year 2026 at the Global 100 Awards. A great start to 2026 both for Neil and the firm. Congratulations Neil!
06/02/2026
05/01/2026
The view from office today