The team at Skyridge Financial Planning has more than 60 years combined experience in financial services. All three partners are qualified, independent financial advisers with many years of experience and all three share the same common values and principles placing the client at the heart of all they do
Craig is a BA(Hons) graduate who has worked in the Financial Services industry for over 20 years. Since returning from a year in Australia where he worked for the Australian Securities Commission, he has been involved in running successful businesses at Linbro (UK) Financial Services from 1991 until 2008, and Craig Brown Financial from 2008 until early 2014.
Craig has knowledge, experience and expertise in all areas of financial planning and specialises in Investment and Retirement Planning. He has built an enviable reputation based on customer care and attention to detail. He says, “I have clients who have dealt with me for over 20 years. They are drawn by my enthusiasm and innovation which ensures that they benefit from compelling financial solutions. By being fully independent, I am able to provide recommendations from the whole market place.”
Craig also works closely with other professionals, including solicitors and accountants, in order to help meet the diverse needs of his clients.
After graduating from The University of Edinburgh with a 2.1 Degree in Business Studies & Accounting, Rob has worked the last ten years in financial services. This experience has included Scottish Widows and Standard Life Bank, and over eight years as an Independent Financial Adviser.
He provides advice to his existing selection of private clients and small businesses on all areas of financial planning and wealth management and continues to meet new clients for Financial Consultations.
Rob specialises in providing advice to Healthcare related Professionals in Scotland, he has for many years conducted financial presentations to Doctors, Dentists and Veterinarians of all ages. This has included Medical & Dental University Students, NHS Doctors, and most prominently Dental, Veterinary & GP Practice Partners/Owners.
As part of this work Rob is now a Founding Member of the Association of Scottish Dental Professions (ASDP) which is due to launch in 2014.
David has worked in financial services for over 20 years including management positions in Skipton Building Society and The Edinburgh Solicitors Property Centre (ESPC). His areas of expertise include financial planning, retirement planning, investment & protection planning advice.
David is passionate about delivering independent advice to clients as they go through various life stages. He says ‘Many clients have sought advice from me for many years. Regular reviews are so important and ensure that my client’s financial plans remain on track as their circumstances change’.
David specialises in a number of areas including advice to healthcare related professionals and teachers. He delivers advice to Doctors, Dentists and Veterinary Surgeons at various stages of their careers and is a founding member of the Association of Scottish Dental Professionals (ASDP).
David also delivers presentations at Schools to groups of Teachers throughout Scotland concerning their Teacher’s pension scheme and its workings and has advised many teachers about their retirement options and investments over the years.