top of page

Your Client Services Team

Meet the team that plays a pivotal role in supporting our Paraplanners, our Financial Planners, and, most importantly, YOU.

​

What do they do?

With their wealth of experience, they are entrusted to gather the necessary information and create your review documents. Additionally, they handle your recommendations, ensuring that we do what we say we will. They understand that all you want is to stay informed, and that's why communication is their forte. They are dedicated to keeping you updated every step of the way.

​

As you continue your journey with Cairn, you'll have the pleasure of working closely with them as they reach out to you at various stages. Moreover, if you ever need assistance, they are just a phone call or email away, ready to guide you to a solution. Whether you visit our office for a meeting or simply to enjoy a cup of coffee, they are the friendly faces that greet you, ensuring that your experience from the moment you walk through the door is nothing short of exceptional.

Privacy Notice
Terms & Conditions
Copyright Cairn Independent

Cairn Independent 2023

Cairn Independent Limited is registered in Scotland no. SC147311. Registered Address: Priory View Victoria Road, Kirkcaldy, KY1 2SA, Cairn Independent Limited is authorised and regulated by the Financial Conduct Authority no. 142665.The Financial Conduct Authority does not regulate Trusts, Tax and Estate Planning, Cashflow Modelling, and some aspects of Auto-Enrolment

The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

Financial Ombudsman Service

LinkedIn
Telephone
Email
bottom of page