Graeme J Forbes ACII, APFS
Graeme is a Chartered Financial Planner and founded Intelligent Capital in 1999. He has 25 years experience as a Financial Adviser. His expertise covers all areas of investments, pensions and protection for both individuals and businesses.
He has a particular interest in advice to SMEs in the areas of SSAS, Self-Invested Pensions, and the flexibility they can offer along with Pension Drawdown, as well as the area of Business Risk Assurance and Key Person cover. Graeme holds the G60 Pension Transfer qualification and is an Associate of the Chartered Insurance Institute.
0141 420 8661
David is qualified to Level 4 Diploma, is a member of the Chartered Insurance Institute and an associate member of the Family Law Association. He is also a member of Consensus Scotland as well as the International Academy of Collaborative Professionals.
As such he is collaboratively trained to work within this highly specialised but increasingly popular route for couples going through the difficult process of separation and divorce. He has presented at the Family Law’s AGM in St Andrews as well as their more local meetings. He currently works with a number of Family Law firms throughout Scotland as well as further afield.
David has extensive knowledge in all aspects of wealth management and retirement planning having been in the industry for over 25 years.
As the previous head of retirement strategy at a national financial advisory firm, part of his role was to advise the teams round the UK of legislative changes and the impact they would have on their clients. This insight has proved invaluable when dealing with his own personal clients’ needs in an ever changing market.
Other advice areas take in offshore and onshore investments, ISAs, pre and post retirement planning as well corporate pension planning. References from professional connections as well as clients are always available if required.
0141 420 8659
Graham Gordon DipPFS
Graham holds the Level 4 Diploma in Financial Planning (QCF) and the G60 Pension Transfer qualification.He has almost 40 years experience in advising clients and his expertise covers all areas of investments, pensions and protection for both individuals and businesses.
He has a particular interest in Retirement Counselling and regularly lectures on the subject. Away from the office, golf and travelling occupy most of his spare time.
0141 420 8660
John holds the Level 4 Diploma in Financial Planning and the G60 pension transfer qualification.
He has over 20 years’ experience as a Financial Adviser coming into the profession from the unlikely area of Medical Technology Innovation. John has worked with some of the largest companies in the UK on specialised pension advice and also has a history of marrying the sometimes complex issues of business and personal finance with a clear understanding of objectives and client benefit.
John works primarily with clients in Edinburgh and Aberdeen and away from the office is a Director of a jewellery company and plays a lot of bad golf.
0141 420 8654
His expertise covers all areas of investments, pensions and protection for both individuals and businesses. Robert holds the Diploma in Financial Planning.