Brian Reid

DipPFS, Cert CII(MP & ER), MSc Financial Planning Consultant

Brian is a fully qualified Financial Planner using his expertise and friendly manner to build trust with his clients, enabling him to fully understand their needs and help them put plans in place to address them.

Brian has practised as a qualified solicitor and recently completed a Masters (Property Finance). He enjoys listening to music, following sport and going to theatre.


The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Buy to let mortgages are not regulated by the Financial Conduct Authority.

I can provide you with advice on:

Holistic financial planning
Establishing and reviewing Trusts
Complete personal risk management planning
Short and long-term savings and investments

Portfolio planning
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds

Personal Pensions
Company schemes
Consolidation plans

General Insurance
Home contents insurance
Buildings insurance

Life cover
Whole of life and Term Assurance protection

Private medical arrangements
Critical illness insurance

Permanent Health Insurance, aka Income Protection

Mortgage placement and arranging for:
First time buyers

Deals researched and arranged to suit:
Fixed rate deals
Variable and flexible
Capped and or collared