With over 10 years of experience in the financial sector, Rikki is a highly skilled financial planner specializing in helping individuals and business owners with high-quality independent financial advice. His expertise focuses on growing wealth, managing risk, and reducing tax liabilities.
Based in Stonehaven, Rikki frequently travels to meet clients throughout the North East and spends considerable time working across Perthshire and Edinburgh.
Clients value Rikki’s friendly and approachable manner, and he has an excellent track record of delivering results and exceeding expectations. He has built a strong reputation by taking the time to fully understand clients’ needs and ambitions, establishing a core relationship centered on trust, and guiding them every step of the way.
Rikki is committed to staying ahead of industry changes through continuous study and self-development. In addition to holding the Diploma in Regulated Financial Advice, he is also qualified to provide advice on specialized areas such as Pension Transfers.
Working alongside you, Rikki will develop and implement a financial plan to give you peace of mind and confidence that your money is working effectively for you.