DALBEATH - Key Persons

Job Titles:

• Chartered Financial Planner

Matt Harris (BSc, ASIP, APFS) is a director of Dalbeath Financial Planning. Matthew is a Chartered Financial Planner, having passed various investment qualifications as well as Chartered Insurance Institute qualifications including the Advanced Diploma in Regulated Financial Planning and advanced qualifications in pension planning, trusts and tax. Matt has nineteen years' experience as an investment director with large Scottish insurance and investment companies such as Standard Life, Scottish Widows and Aegon Asset Management. During this time he was responsible for managing hundreds of millions of pounds of client assets. As a result, Matt has a deep understanding of the investment markets and can advise clients on market trends, specialist investment opportunities and investment tax planning. Matt advises clients on all areas of their finances, including mortgages and life insurance, but particularly specialises in pension and wealth management. Dalbeath Financial Planning Ltd (company registration no. SC450460) is owned by Wendy Cochan and Matthew Harris.

Wendy spent eight years working in fund management for Aegon Asset Management and Edinburgh Fund Managers before leaving to qualify as an independent mortgage and financial adviser. She is experienced in mortgage, life insurance, investment and pension work.