Rory is based in Aberdeen for Russell Gibson Financial Management that became part of One Four Nine Group in July 2022. As a CFP(CM) Chartered MCSI, Chartered Wealth Manager, which is internationally viewed as a benchmark for quality financial planning, Rory enjoys building long term relationships with clients and becoming their trusted adviser. Rory has also achieved Chartered Financial Planner status, via the Chartered Insurance Institute.
His role is to advise clients in all aspects of financial planning, helping them to articulate their goals and working together towards achieving these over time. This allows clients to then focus on what is important to them, such as spending time with their family or running their business.
He always says if he can make it an enjoyable experience for clients along the way, then so much the better!