Janet Comrie

DipPFS
Associate Financial Consultant
phone symbol 01904 672485
mobile symbol 07776 208236
Background

I have been advising clients as an independent financial adviser for 30 years, the early years with larger financial advisory practices, and the last 16 years running my own practice with my daughter Sarah Dougal.

Our decision to join Clayton Holmes Naisbitt was born out of the synergy in our business principals and work ethos and given our similar service propositions, have found colleagues we are proud to be working alongside.

Our combined areas of expertise, gives our clients solutions to every possible financial situation. I hold the advanced qualifications for pension planning.

Areas of Expertise

I am predominantly a wealth manager, offering advice to clients who have significant sums of money to manage, and as gatekeepers of inter- generational wealth, take this role very seriously. With Inheritance tax and tax planning generally at the forefront of client objectives, careful planning is paramount.

Services for Individuals

I offer an holistic approach, advising clients of all aspects of financial planning.

Services for Businesses

Keyperson Protection, Director/Partnership Share Protection, Retirement Planning for business owners, Nest/Workplace Pension planning for businesses.

Hobbies

I have three dogs who take up quite a lot of time, but once they are sleeping I enjoy Modern Jive a couple of times a week, and take holidays Sailing or Skiing

Interesting Fact

I am a keen cook and spend weekends trying lots of different recipes, and testing them on my family. I enjoy live entertainment, eating out and socialising with my friends.