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

STUART MACKENZIE

Stuart MacKenzie  has over 25 years experience within the financial services profession, joining CDFS in May 2011.  Stuart has worked for several leading IFA firms in both Glasgow and Edinburgh and was head of Financial Services for a leading West Lothian Law Firm for over 10 years.

His area of expertise is in Self Invested Personal Pensions and Investments where his experience proves invaluable when dealing with complex situations

telephone: 0141 942 6060 email: stuart.mackenzie@cdfs.co.uk

NEST - what does it really mean?Gifts from IHT