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Rory Brand

Financial Planner

Rory Brand

Aberdeen Office,
T: 07584 522 604
E: rory.brand@jcwealth.co.uk
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Rory is a Financial Planner based in our Aberdeen office. He joined our Wealth team in 2015 and has been in the financial sector since 2009.

Rory works with both private and corporate clients helping them plan for the future. He advises business owners, private investors, families, and businesses in an open, honest and friendly manner. This makes the complicated easy to understand so that clients can build actionable and efficient financial plans to make wealth work for them and allow them peace of mind.

Specialisms

  • Review of existing financial planning arrangements
  • Inheritance tax mitigation and estate planning
  • Savings and investments
  • Creating actionable financial plans
  • Personal and business financial planning and protection
  • Financial webinar and group presentations
  • Employee benefits solutions including auto-enrolment (workplace pensions)

Expertise

Qualifications

  • MA (Hons)
  • DipFA

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