Following the recent news of new business launches in town, we’re delighted to share an update on the expansion of another – RS Robertson Financial Planning …

The Cupar financial planning company has expanded to become one of the largest in Fife – with hundreds of clients throughout Scotland and across the UK.

RS Robertson Financial Planning provides “high-quality personal advice to generations of families on many aspects of managing personal finance“. Many of their clients are also business owners and directors, requiring support that safeguards their own futures … from managing pensions and tax to exit planning.

Enhancing the company’s portfolio of specialisms is new recruit – and one of Fife’s only Chartered Financial Planners – Greg Mackie.

• Greg, who was previously Principle of Mackie Wealth Management, is also a Fellow of the Chartered Insurance Institute. Greg provides specialist financial advice to recipients of personal injury and clinical negligence awards, including their families, and has worked with a wide range of clients including minors and brain-injured individuals.
• Meanwhile, David Haddow is a Financial Planning Consultant who also ran his own successful business, David Haddow Wealth Management. He has worked in financial services for over 40 years.
• Two members of staff have also been promoted, Kirsty Clark from Paraplanner to Financial Planning Consultant and Beverley Christie from Office Manager to Operations Director.

Gordon Laing is the Managing Director of RS Robertson Financial Planning, focusing on the firm’s strategy and growth plans. Gordon says: “I am delighted to announce the expansion of our business which is testament to the growing demand for financial planning.” He adds: “We strive to ensure that our clients gain the very best financial advice so they feel informed and in control of their financial future.”

You will find the company on Crossgate: just click on the map below to discover their page within our Business Directory … a listing of more than 400 categorised businesses across the town.

Gordon explains how navigating financial products and services “can be daunting and complex“, saying: “We are privileged to support our clients as they progress through their lives, whether as individuals, couples, families or business owners.” He says that the last two years have, more than ever before, shone a light on the unpredictable and often turbulent nature of life, adding: “Society has changed, people are reassessing their lives from career changes to early retirement, life-changing considerations which require guidance and planning.”

The company’s announcement says that their new appointments will allow them to build and reinforce their offering, “ensuring clients – wherever life takes them – can influence and predict their financial futures as efficiently as possible“.

Mark Wyllie, Head of Business, St. James’s Place Wealth Management added: “We are delighted and proud of RS Robertson Financial Planning and believe the mergers represent a very positive outcome for the local St. James’s Place region and the clients we support.”

 

Need more?

RS Robertson Financial Planning featured in our CuparNow KnowHow series – showcasing their skills and experience. Click on this link to read more.

The firm is based at 20 Crossgate in Cupar (KY15 5HH). You can find much more by clicking this link to their website – RS Robertson Financial Planning.

RS Robertson Financial Planning is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. RS Robertson Financial Planning is a trading name of RS Robertson & Co (Pensions & Investments) Ltd