ADVISER PROFILES

RECENT NEWS:

May 2011 - Do You Act as a Trustee
If so, you should be aware that Trustees have always been subject to a general duty to ensure that they act with the best interests of the beneficiaries in mind at all times Read more

3.8.10 - Preparing for 2012 - Nest
workplace pension schemes income of retirees for longer with less investment. National Employment Savings Trust (NEST) Read more

5.7.10 Start Early for Greater Rewards
The money saved between the ages of 25 and 35 could account for half of your overall amount when you reach 65. Read more

MICHAEL LESLIE

Michael Leslie having studied business studies and law joined Noble Lowndes actuaries and consultants in 1986. He was approached by Scott Moncrieff Chartered Accountants to head up their Life and Pensions Department and was appointed managing director in 1998. In 2003 he achieved a lifelong ambition of setting up his own firm. In December 2007 he successfully merged his firm with Campbell Dallas Financial Services. Michael specialises in setting up company pension schemes and running career and retirement pension courses for a number of companies and organisations. Michael has held the advanced financial planning certificate since 1994.

telephone: 0131 220 7450 email: michael.leslie@cdfs.co.uk

 

Interitance Tax PlanningGifts from IHT