Jim Wilson< Choose another
- Office: Dundee
- Tel: 01382 207060
Managing Director, DipPFS
In addition to acting as adviser to a portfolio of private clients he is the company’s nominated pension transfer specialist and he has a particular interest in assisting both companies and individuals with their pensions and personal investment planning.
Although the majority of the work Jim carries out is with private clients, he also has a breadth of experience of the financial services requirements across a broad range of corporate sectors including charities, farms and estates, the construction sector and university spin outs.
Jim holds the Advanced Financial Planning Certificate
- Financial Services
- Inheritance Tax / Capital Gains Tax
- Pension & Retirement Planning
- Wealth Management