Forrest Greenshields

Wealth Planner

Forrest joined the Financial Services industry in 1988, shortly after graduating from Napier University in Edinburgh.

As a Chartered Financial Planner and Fellow of the Personal Finance Society he has a strong conviction that sound decisions are best made from a position of knowledge and understanding.

He puts this into practice mainly helping clients to plan for their retirement and also to making sure that any legacy hopes are also met in as effective a way as possible.

Married, with 3 daughters, he is a keen DIYer, walker and lapsed sportsman – now mainly watching from the seats at Murrayfield.

0131 557 0777

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