Angus Kirk
Registered Life Planner @Transform Financial Planning
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WORK HISTORY
Registered Life Planner @Transform Financial Planning
Edinburgh, GB
As one of fewer than 500 Registered Life Planners globally, I specialise in helping clients align their wealth with what truly matters — so they can live a life of purpose, freedom, and fulfilment.At Transform, I work with business owners, professionals, widows and divorcees — individuals often navigating major life transitions. They’re not just looking for financial advice. They want clarity. Confidence. And a deeper understanding of how their money can support the life they aspire to lead.I guide clients through the EVOKE® process:→ Explore their story→ Create a compelling Vision→ Identify Obstacles→ Provide the Knowledge they need→ Support with ExecutionUsing empathetic listening, I help uncover their core values and highest aspirations. From there, we design a financial life plan — backed by cashflow modelling — that brings those goals within reach.What makes my approach different is the depth of the conversation. It’s client-led, not product-led. Strategic, not transactional. And ultimately, transformative.This is financial planning for people who want to live intentionally — and with confidence in every step.
EDUCATION
SRUC
HND, Agricutural Management
Chartered Insurance Institute
Diploma of Education Personal Finance Society
ABOUT ANGUS KIRK
Let’s be honest — money can feel overwhelming.Whether it’s pensions gathering dust, a recent inheritance, or just that lingering question of “?” — it’s normal to feel unsure, stuck or even a bit stressed.That’s where I come in.I’m a Financial Planner working with wealthy individuals, business owners and senior executives across Edinburgh and Aberdeen. Since I’ve been helping people reframe their relationship with money — not just by crunching numbers, but by creating a safe space to explore what truly matters to them.🤝 I’m not here to tell you what to do.Instead, I listen. I give you the time and space to get clarity on how you want to live — and we build a financial plan together to get you there, step by step:🟧 Putting off financial decisions due to fear or time constraints🟧 Emotional stress or anxiety around money🟧 Lack of financial knowledge or confidence🟧 Poor spending habits or scattered plans? Clients tell me they feel peace of mind, empowered to make better decisions, clear on their financial options — and most importantly, aligned with their values and long-term goals. A few recent client wins: Supported two business owners with tax-efficient investing and retirement planning after their company exit Helped a high-net-worth client rediscover purpose and visualise her future Guided a senior executive through a smooth financial transition into a new career Consolidated six pension plans for a client, unlocking greater value and clarity Helped a young widow relocate to the UK, creating an investment and tax strategy that brought peace of mindI believe great financial planning isn’t about “you must do this.”It’s about helping you say, “I want to do this.”So if you’re ready to feel more confident, more in control, and more aligned with your financial journey — let’s talk, drop me a message, or book a discovery call. Referrals always welcome too. Ring my bell to see my content Send a DM with your problem Call 01•••15
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