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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
PAT BROGAN
Pat Brogan entered the financial services industry in 1979 as a representative with Abbey Life. Two years later he set up his own business, Pat Brogan Life & Pensions which was associated to Shepherd Associates for 5 years before becoming totally independent. Pat was one of the first people in Scotland to become a member of the Institute of Financial Planning. In 2003 the firm merged with Campbell Dallas Financial Services Ltd and Pat was elected onto the Board in 2008.
telephone: 01738 625 746 email: pat.brogan@cdfs.co.uk
