At Traprain Financial, we believe that your ‘wealth’ is your loved ones, your mental and physical wellbeing and your lifestyle. We create bespoke financial solutions for both individuals and businesses to protect and plan for these most important aspects of life.
Our Principal, Rachel Stewart, is a columnist on financial planning for Scottish Health and Lifestyle magazine Hood and an ambassador for the Insuring Women’s Futures programme run by the Chartered Insurance Institute. Rachel is passionate about financial education both in the workplace and more generally and an initial financial review with Traprain Financial is free of charge.
Traprain Financial will provide advice on the following key areas of financial decision making:-
• Family protection and income protection
• Retirement and pension planning
• Investment planning
• Inheritance and estate planning
• Business protection