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About us

Our team can offer innovative solutions at all stages in life


Catriona Robertson


Catriona has worked in financial services for over 20 years. Her early career was spent with life assurance companies gaining experience in pensions and investments.  
She then moved into an administrator role within an IFA company in 2007 and has gained experience in all aspects of back office support required to help plan and action client objectives and recommendations.
When not working she likes to spend time with her family, walking the dog and spending quality time with friends. 

Expert financial advice in Glasgow, Scotland

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