Financial Adviser in Dumfries

Martyn Clemie

07828 114627

martyn.clemie@trulyonline.co.uk

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

Pension

Investment

Protection

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My Financial Advice Process

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.

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

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.

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.