I’m a Financial Adviser with McMurtrie Wealth Management Ltd, based in Dalgety Bay.
We’re driven by a desire to enhance financial wellbeing and offer clear, personal, jargon-free advice that makes working with us straightforward and stress-free.
I’m passionate about making financial planning accessible to everyone. I can help you identify your goals and show how thoughtful planning can make a real difference to your future.
One of the most rewarding aspects of my role is giving people clarity and confidence with their money, and supporting them to retire when they choose to — not just when they feel they can afford to.
My mobile number is 07784992148
I’m Kelly Devlin, a Chartered Financial planner and director of DWM Financial Planning in Kirkcaldy.
I provide peace of mind for my clients through accessible financial advice that is effective and thorough, resulting financial wellbeing for them and their families.
I take the time to fully understand each client’s needs and create plans that enable them to enjoy the lifestyle they desire now and for the future.
As a local business with the backing of a FTSE 100 organisation, we strike the perfect balance for our clients between market leading professionalism and personal client care.
Chartered Financial Planner at Destination Wealth. I help successful entrepreneurs and professionals design and build abundant futures. Choose your destination! Together, we’ll make a plan to get you there. My service is first and foremost helping you with your plan; it may also include protection, pension and investment advice.