House of Shields Financial Advice Ltd

Building a relationship with our clients is fundamental to our business. We listen to your life plans and objectives, and we work together to create a realistic financial plan. We take note of your key goals and design solutions that best suits your needs, we then complete all the necessary work on your behalf to create a seamless service. We have ongoing meetings to ensure we consider any new life events or changes in plan and continuously realign your finances to your future goals.

Our service is bespoke to your circumstances and our business can provide advice for most financial positions ranging from mortgages, to investment planning, to retirement planning and inheritance tax planning.

Sometimes people struggle to find a financial adviser that understands their lifestyle and background, and so, prefer to make financial decisions without any assistance. Inclusion, diversity and equality is part of my business core values, and we welcome everyone, from all walks of life, which could help make those decisions a little easier.

Kenneth has dedicated many years of my professional work-life to the financial industry, working as both a Bank and Building Society manager. He paved a pathway into financial advice and is delighted to now be the Principal of an Associate Partner Practice of St. James's Place.

Kenneth lives in Eskbank, Midlothian, in the Edinburgh suburbs, with his husband. He enjoys running, cycling and keeping fit, which he gets from the local countryside in Midlothian and the gym. They consider themselves foodies, and like nothing more than sampling foods from local restaurants and cooking at home using local ingredients where possible. They have family in Eskbank too, so weekends are spent watching their nephew take his first steps and starting to talk.

Kenneth is looking to grow a business that considers inclusion and diversity as fundamental in its culture. As a member of the LGBT community he would like to welcome people from all parts of society to feel comfortable and confident to be themselves when dealing with their personal finances.

Your home may be repossessed if you do not keep up repayments on your mortgage.