Allan Morrison Email & Phone Number

I advise clients to create tax efficient investment portfolios with particular emphasis on cashflow modelling to enable clients to better understand their future financial needs and objectives. I help clients with pensions, ISAs, savings and estate planning. I’m a Chartered Accountant with over 30 years’ experience in strategy, regulation, business planning, forecasting, budgeting, reporting, internal control and commercial decision making support and analysis.As Finance Director for Save & Invest, I’m a member of the Board providing corporate governance oversight and strategic leadership. I’m responsible for annual budgets, rolling monthly forecasts and 5 year business plans analysing the cash requirements for working capital, acquisitions and capital adequacy.Save & Invest is a family owned wealth management business with over 30 years’ experience of advising private individuals and corporate clients on pensions, ISAs, bonds and trusts. We have a presence in Glasgow, Edinburgh, Perth & London, over 1,000 clients taking a regular review service from us and £500m of assets under our advice.

Listed skills include Leadership, Management, Business Planning, Accounting, and 15 others.