At Thomson Cooper Accountants our purpose is to “listen, advise and support our clients to achieve their goals”. From our offices in Dunfermline and central Edinburgh our experienced Wealth Team offer professional wealth management and holistic financial planning services for individuals, families and business owners.
Collectively our team have decades of experience in the financial services industry and are committed to fostering long-term relationships, to help you reach your long-term goals.
Working closely with you, we would develop a comprehensive financial plan to help you understand how to meet your objectives. Once your plan has been agreed with you, we will implement and provide ongoing support through our review process, to ensure you remain aligned with your goals.
Over the last 75 years the firm has built a strong legacy of trust, expertise and reliability. We take great pride in providing a friendly, responsive service.
Richard Libberton
FPFS, Head of Wealth Management
Richard is responsible for managing the financial planning and investment requirements of a diverse portfolio of clients, including high net-worth individuals.
He is an experienced Chartered Financial Planner and has held a number of senior positions within some of the UK’s largest mutual life, pensions and investments companies during his career. He offers a range of services to help individuals and businesses to manage their financial planning effectively. Skilled in portfolio management, investment management, trusts, estate planning, insurance planning and other wealth management services.
Richard is a Fellow of the Personal Finance Society, and previously held the role of Chair of the Personal Finance Society Central Scotland Region. He has contributed to thought leadership initiatives, joining BBC Radio Scotland to chat about the value of Life Assurance, Income Protection & Critical Illness Cover, as part of their Clever About Cash series.
Gary Stirling
Assistant Head of Wealth Management
Gary is a specialist in individual and corporate financial planning including wealth management, key business protection and retirement planning strategies.
Gary uses his wealth management skills to effectively review his clients’ overall financial situation, preferences, objectives and long-term goals. From this fact-finding he works with clients to recommend appropriate courses of action and personalised financial products to meet their needs.
He is a Member of the Chartered Insurance Institute and holds multiple professional qualifications including a Diploma in Financial Planning, Certificates in Mortgage Advice, Life & Pensions, Regulated Customer Care and an Award in Long Term Care Insurance.
Want to know more?
To find out more or to arrange a meeting with us, please call
01383 628800, 0131 226 2233 or email wealthadmin@thomsoncooper.com
You can view our accountancy website by clicking the button below: