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wills   trusts   powers of attorney   elderly care  
executries   guardianships   inheritance tax planning
     
 
David McClements, Partner
 

The efficient management of personal financial matters is ever more important in today’s fast moving society. However, when faced with complicated paperwork and impending deadlines it can all become a little too stressful. This is why more and more of our clients (particularly the elderly) are taking advantage of our Asset Management Service

Our service includes: -

•   Setting up of direct debits
•   Collection of dividends
•   Purchase and sale of shares
•   Clearance and sale of your home should you need to go in to care
•   Referral to a financial advisor

Contact:

Edinburgh Office

Lorna Goodfellow on 0131 228 5500
lorna.goodfellow@russelaitken.com

Denny Office

David McClements on 01324 822194
DM@radenny.co.uk

Falkirk Office

Euan Bell-Scott on 01324 622888
euanbellscott@russel-aitken.co.uk

 
   
 

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