Roddy McFarlane

Independent Financial Adviser @Mcm Financial Ltd

Edinburgh, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2009 — Present

Independent Financial Adviser @Mcm Financial Ltd

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Edinburgh, GB

After working and travelling to Falkirk for over 8 years, I decided to move my business to Edinburgh and work from home. It meant I was able to keep the business overheads down to a minimum allowing me to continue reviewing my existing and new clients financial plans. More importantly, it meant I was seeing more of my family, Carol (my wife) and two boys, Kyle & Aidan.

SKILLS

Commercial MortgagesWealthPensionsInvestmentsSavingsDiploma in Regulated Financial Planning From the Chartered Insurance InstituteCritical IllnessProtectionPersonal Financial PlanningEquity ReleaseIncome ProtectionFinancial AdvisoryFinanceStrategic Financial PlanningRetirement PlanningFinancial ServicesResidential MortgagesFinancial PlanningWealth ManagementPortfolio ManagementIndividual Pension Plans

ABOUT RODDY MCFARLANE

Experienced Independent Financial Advisor with a demonstrated history of working in the financial services industry. Skilled in Equity Release, Pension Funds, Retirement Planning, Individual Pension Plans, and Financial Advisory. Strong finance professional graduated to Diploma Level. Also a volunteer C Licensed Youth Football Coach.

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Roddy McFarlane — Independent Financial Adviser at Mcm Financial Ltd in Edinburgh, GB | Unifers