Declan provides invaluable technical support to the financial planners focusing on a number of areas including pensions and retirement planning, tax planning, inheritance tax planning and financial protection.
Declan is responsible for in-depth product and technical research and producing recommendation reports for the clients. He enjoys working with the financial planners to provide appropriate solutions for their clients.
Declan holds the Diploma in Financial Planning from the Chartered Institute of Insurers (CII) and is working towards Chartered Financial Planner status.
Prior to joining Anderson Strathern Asset Management, Declan worked for both small and national Independent Financial Adviser (IFA) firms and has also worked for a national accountancy firm. He has nearly 10 years’ experience in financial services.
Outside of work Declan is a big sports fan, in particular football, regularly attending matches and playing competitively. He also enjoys travelling and exploring Scotland and its many historic sites with his wife and 80lb Goldendoodle.