Derek Blaik

Financial Planning Director @Ascot Lloyd

Edinburgh, GB

EMAILS

[email protected]

MOBILE NUMBERS

+91 *********19

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WORK HISTORY

Feb 2026 — Present

Financial Planning Director @Ascot Lloyd

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Edinburgh, GB

I provide pro-active financial planning advice to high-net-worth individuals, families and trustees which offers clarity and peace of mind.

SKILLS

Estate PlanningRetirementStrategic Financial PlanningPrivate ClientsAsset ManagmentInvestment StrategiesPensionsPrivate ClientEquity ReleaseTaxWealth Management ServicesRetirement PlanningWealth ManagementSavingsProtectionFinancial PlanningFinanceInvestmentsFinancial ServicesInheritance Tax PlanningWealthAsset Management

ABOUT DEREK BLAIK

I am a highly experienced wealth management professional with over 30 years in financial services. I\'m passionate about working with clients to develop practical financial planning and investment solutions to assist them in achieving their goals. My clients will typically be high net worth individuals and their families, including business owners, entrepreneurs and senior executives. I also regularly advise trustees on suitable investment strategies.Please contact me directly at d••••••••@ascotlloyd.co.uk or on 07•••••••29

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