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Financial Advisor in Dumfries

Martyn Clemie

I am an Independent Financial Adviser in Dumfries with over 20 years’ experience. I have attained a Degree in Maths and I’m working towards Chartered Financial Planner status.

I provide a range of financial advice with focus on Retirement Planning, Investments and Inheritance Tax Planning working alongside local Solicitors as part of a multidisciplinary team catering for the holistic needs of clients.

By embracing technology, this enables me to help clients engage with their finances and for me to work efficiently and effectively.

I provide financial advice in the Dumfries & Galloway region.

I offer a complimentary initial consultation.

Financial Advice Services


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My Financial Advice Process

1

At your initial meeting (which is free of charge) I will discuss the advice process with you and help you understand how I am able to assist with your financial needs.

2

I will carry out an extensive assessment of your financial circumstances to understand your situation and present you with an appropriate recommendation.

3

I will arrange and implement your agreed plan. This will include handling all of the fund and policy administration and ensuring documents are issued in line with your expectations.

4

As your financial and personal objectives may change over time I believe ongoing support is crucial in ensuring your investment portfolio remains up to date and will give you regular updates and information regarding your investments.

Financial Guidance