Alan Dick Email & Phone Number

Segment7 is the only independent national organisation of highly-qualified financial planners, dedicated to coordinating the complex financial planning requirements of successful business owner managers and entrepreneurs.Our aim is to help you:*Maximise the value you enjoy from your business and personal assets *Organise and manage the three circles of your financial life *Align your assets with your goals *Collaborate with your existing advisory team and fill any gaps from our carefully selected network of experts *Test the likely effectiveness of potential investment and tax strategies, helping you select those most likely to get the results you want.

Lochinch House, 86 Dumbreck Road, Glasgow, United Kingdom

Forty Two is an established lifestyle financial planning and wealth management firm based in Glasgow. We deliver highly personalised financial planning and strategic investment advice to clients in Scotland and London.At Forty Two we are PASSIONATE about helping people achieve the life they really want to live; for themselves AND their families.Most financial advisers are trained simply to assess your level risk aversion and then sell their favoured products. At Forty Two we believe that financial planning should be engaging, inspiring, motivational, enjoyable and interactive.

Whilst the UK investment industry generates vast wealth for itself, study after study suggests that the returns enjoyed by the average investor are often disappointing and well below the market average.EBIS is a group of independent investment professionals who believe that expensive fund managers do not deliver value.Our mission is to put the case for a smarter way of investing and, by sharing our philosophy with a wider audience, help more investors enjoy the higher returns they deserve.

Glasgow, United Kingdom

The Institute of Financial Planning (IFP) is the Professional Body for Financial Planners and the Financial Planning community in the UK.The IFP is the exclusive licensing authority for the CFP, CERTIFIED FINANCIAL PLANNER mark which is an internationally recognised certification awarded to individuals who fulfil the stringent requirements and have been appropriately tested.A CERTIFIED FINANCIAL PLANNER professional is a Financial Planner who has completed a high level qualification and abides by a strict code of ethics. A CFP professional is monitored annually by the IFP to ensure they are keeping up to date and maintaining their knowledge and skill by checking their continuing professional development activities.There are over 126,000 CFP professionals globally including almost 1000 in the UK. The CFP mark is recognised as the global symbol of excellence in Financial Planning

The Institute of Financial Planning (IFP) is the Professional Body for Financial Planners and the Financial Planning community in the UK.The IFP is the exclusive licensing authority for the CFP, CERTIFIED FINANCIAL PLANNER mark which is an internationally recognised certification awarded to individuals who fulfil the stringent requirements and have been appropriately tested.A CERTIFIED FINANCIAL PLANNER professional is a Financial Planner who has completed a high level qualification and abides by a strict code of ethics. A CFP professional is monitored annually by the IFP to ensure they are keeping up to date and maintaining their knowledge and skill by checking their continuing professional development activities.There are over 126,000 CFP professionals globally including almost 1000 in the UK. The CFP mark is recognised as the global symbol of excellence in Financial Planning

Lochinch House, 86 Dumbreck Road, Glasgow, G41 4Sn

Forty Two is an established lifestyle financial planning and wealth management firm based in Glasgow. We deliver highly personalised financial planning and strategic investment advice to clients in Scotland and London.At Forty Two we are PASSIONATE about helping people achieve the life they really want to live; for themselves AND their families.Most financial advisers are trained simply to assess your level risk aversion and then sell their favoured products. At Forty Two we believe that financial planning should be engaging, inspiring, motivational, enjoyable and interactive.