KSM Wealth Management Ltd

KSM Wealth Management Ltd Helping you understand and plan your finances and pensions I advise on a range of products from Prudential and from a carefully selected panel of providers.

I am a Financial Adviser and Director of KSM Wealth Ltd (FCA-1017794), an Appointed Representative of M&G Wealth Advice (FCA-584256). This is known as restricted advice

17/06/2026

Leaving a legacy isn't just about passing on wealth—it's about protecting your family's financial future and ensuring your wishes are carried out.

Forward planning can help ensure your assets pass to the people you choose, in the way you intend, while potentially reducing unnecessary tax liabilities.

"If you'd like a copy of our guide, 'Leaving an Inheritance – Getting to Grips with the Basics', get in touch and we'd be happy to send one over."

27/04/2026
having a great lunchtime sitting in the sun at the riverbank.  feeling relaxed.
23/04/2026

having a great lunchtime sitting in the sun at the riverbank. feeling relaxed.

10/03/2026

Is an Anchor holding you back? Are you always referring to a piece of information that clouds your subsequent decision making?

I am pleased to announce that I have joined the award winning team At Phil Andersons Financial Services. Starting on Mon...
22/02/2026

I am pleased to announce that I have joined the award winning team At Phil Andersons Financial Services. Starting on Monday 22nd. Phil and his teams are independent financial advisors with access to the whole market, as opposed to my previous role as a restricted advisor at M&G Advice..

06/02/2026

We are delighted to share that Neil Gallagher has been named as Scottish Mortgage Adviser of the Year 2026 at the Global 100 Awards. A great start to 2026 both for Neil and the firm. Congratulations Neil!

06/02/2026
The view from office today
05/01/2026

The view from office today

Address

8 Bridge Street
Ellon
AB419AA

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