John Milne

Areas of expertise

John has a focus on building long-term relationships, providing a professional service in all areas of wealth management with a particular focus on pre and post retirement planning and inheritance tax planning.
John also specialises in planning for business owners, family businesses, senior executives and pension transfers

Experience

John has been providing financial planning advice to private individual clients as well as business clients for over 23 years.

Notable client work and achievements

In his spare time John is also involved in his local community where he is on the board of Directors at Forfar Athletic Football club and also a trustee on the local community trust.