The team at Heard Hamilton Financial Planning has many years’ experience providing practical financial planning advice to people, families and businesses across the Scottish Borders and beyond.
We provide advice across a wide range of services including investments, pensions, mortgages and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients.
This is achieved by ensuring that we understand the individual needs of each client, which enables us to develop and implement tailored financial plans to address those needs.
At Heard Hamilton Financial Planning, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part in the local community.
David Heard
David has over 20 years’ experience in the Financial Services industry and has worked for several national organisations. He became an independent financial adviser in 2006, going on to establish Heard Hamilton Financial Planning with Julia Laverty in 2012. David holds the Diploma for Financial Advisers from the London Institute of Banking and Finance. David’s expertise covers all areas of financial planning including investments and retirement planning and he has clients all over Scotland and the north of England.
Julia Laverty
Julia studied Economics at the University of St Andrews and began her career in Financial Services in 1999. She worked with national IFA companies before setting up Heard Hamilton Financial Planning with David Heard in 2012. Julia holds the Chartered Insurance Institute Diploma in Regulated Financial Planning as well as advanced qualifications in pensions and retirement options. Julia specialises in pre and post retirement advice and investment planning.
Stuart Rogan
Stuart has worked in Financial Services since 1985 and has a wealth of experience in the areas of pensions and investments. After working with various national financial services companies as an adviser, he became an IFA in 2004. Stuart holds the Diploma for Financial Advisers from the London Institute of Banking and Finance. Stuart offers independent pension and investment advice in and around the Midlothian area.
Kay McCluskey
Kay studied Financial Services at Napier University before taking up a post with an Independent Financial Adviser in the Scottish Borders in 1998. She joined Heard Hamilton as Office Manager in 2018 and has since completed her Diploma in Regulated Financial Planning, Certificate in Paraplanning and Certificate in Mortgage Advice with the Chartered Insurance Institute. Kay provides mortgage and protection advice, as well as providing support to the IFAs as a Paraplanner.
Want to know more?
To find out more or to arrange a meeting with us, please call
01750 725511, or email info@heardhamilton.co.uk