OUR TEAM…

The team at Skyridge Financial Planning has more than 40 years combined experience in financial services. Both partners are qualified, independent financial advisers with many years of experience and share the same common values and principles placing the client at the heart of all they do.

ROB TURNBULL
ROB TURNBULLPartner
After graduating from The University of Edinburgh with a 2.1 Degree in Business Studies & Accounting, Rob has been working in the financial services sector since 2004. This experience has included time with Scottish Widows and Standard Life Bank, and over fifteen 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.

M: 07771 606 125
E: [email protected]

DAVID McNIVEN
DAVID McNIVENPartner
David has worked in financial services for over 25 years including management positions in Skipton Building Society and The Edinburgh Solicitors Property Centre (ESPC). He advises across all areas of financial planning including retirement, investment & protection planning advice.

David is passionate about delivering impartial and independent advice to clients as they go through various life stages. He says ‘Taking time to fully understand a client’s needs is a vitally important part of what I do. Clients have sought advice from me for many years. Regular reviews are so important to ensure that their financial plans remain on track as circumstances change’.

Whilst he has built a specialist knowledge of certain occupations such as health professionals and is regularly invited to present at Universities to their graduate medics, he is keen to stress that he continues to offer advice to a very wide group of people and enjoys the diversity that comes with that.

M: 07745 782 411
E: [email protected]

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