Iain Halket

Areas of expertise

Investment strategies, pension planning, long term care and overall financial advice relating to family wealth.

Experience

Joined the industry in 1991 with 30 plus years of experience as a Financial Adviser.

Notable client work and achievements

An established client bank with several family connections that have withstood the test of time. Enabling inheritance tax mitigation and satisfactory cascading of wealth to the next generation has been extremely rewarding.

Professional qualifications and memberships

Member of the Chartered Insurance Institute

PFS Diploma level