When designing an individual investment strategy we spend a significant amount of time with each client to ascertain your individual financial goals, your current financial situation and your risk profile. Our aim is to not just outperform the markets but to develop a long term relationship with you to enable you to achieve you long-term financial goals. De Beul Kerr Independent Financial Adviser.
Our 25 years experience in the market allows us to develop a well-constructed investment portfolio based on your own goals and risk profile. We have a track record of consistently achieving returns above market performance and have significant experience in Pension planning, Investments, Risk profiling and Equity release. We are always available to discuss your financial needs.
Brian has been an Advisor since 1994, building up a vast amount of knowledge & experience as an Independent Financial Advisor. Having been accredited by the Personal Finance Society (PFS) as a Later Life Planner and a Member of The Equity Release Council (Lending in Retirement). Brian is also a student of various Martial Arts, which he enjoys in his spare time, along with skiing and golf.
Barbara is from Belgium, previously worked for the Belgian Government in Infectious Disease and moved to Scotland in 2005. Her previous role in the UK, was with Biobank, as an Area Manager, preparing a blueprint of UK health. Barbara brings a vast amount of experience having worked in Belgium & the Netherlands and is fluent in the following languages – English, Flemish, French. Barbara enjoys skiing & walking and is a qualified in Sports Injury Massage.
Alison previously worked with Scottish Widows, dealing with Advisors, in Pensions. Alison also carried out the role of Mentor, within this Department of Scottish Widows. Alison is a Dance Teacher, which takes her all over the UK, in her spare time.
Brian has been an Advisor since 1994, building up a vast amount of knowledge & experience as an Independent Financial Advisor. Having been accredited by the Personal Finance Society (PFS) as a Later Life Planner and a Member of The Equity Release Council (Lending in Retirement). Brian is also a student of various Martial Arts, which he enjoys in his spare time, along with skiing and golf.
English
Dutch
French
Polish