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Financial Adviser in Bearsden

Brian McNair

I am an Independent Financial Advisor in Bearsden with over 20 years’ experience in helping individuals and businesses achieve their financial goals. Being independent allows me to search the entire market for the best solutions for clients on a bespoke, individual basis.

I specialise in Pensions for creative tax planning, designing investment portfolios to maximise income or capital growth relative to client’s risk profile, ethical investment strategies and inheritance tax mitigation strategies.

I provide financial advice in Bearsden and throughout East Dunbartonshire. If you are looking for an experienced financial advisor in Bearsden please get in touch. I offer a complimentary, no-fee, initial consultation (either face-to-face or over the phone) for customers. Please contact me to arrange yours.

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