Qualifications: DipPFS Location: Galashiels area, and surrounding areas Specialisms: Pensions advice, investments, retirement planning, inheritance tax planning
Robert Reed is an Independent Financial Adviser, with more than 30 years’ experience in financial services. Based in Galashiels, Robert has clients from Eastern Scotland to Aberdeen, as well as clients across the UK.
With his vast experience and comprehensive approach to financial advice, Robert is well placed to offer an all-rounder service to his clients. In particular, he specialises in later life and IHT planning, and takes huge pride in helping his clients structure their finances for retirement.
Having worked in banks and building societies, with personal loans, and as an adviser since 1992, Robert has extensive knowledge and offers personalised attention to his clients. As well as being fully qualified with the Diploma in Financial Planning, Robert also has the backing of National Firm Tenet Financial Services, which sets him apart.
Most of his work comes from referrals, highlighting the reliability, competence and trust that his clients place in him. Having lived in Scotland since he was five years old, Robert is an adopted Scotsman and a season ticket holder at Murrayfield and Edinburgh Rugby.
The value of investments can go down as well as up and you may not get back the full amount you invested. The past is not a guide to future performance and past performance may not necessarily be repeated.
If you have a financial enquiry, please complete and submit the form below and Robert will be in touch.
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