Profile
Morag joined Azets Wealth Management in 2024, having previously been with Milne Craig recently acquired by Azets. Morag has over 25 years' experience and holds the Chartered Financial Planner qualification and is an Associate of the Financial Planning Society.
Morag specialises in the provision of retirement and wealth management planning from a holistic perspective. However, she is also qualified to provide advice in relation to long-term care planning, power of attorney, guardianship and other trust cases. Morag also holds the Society of Law Accountants in Scotland certificate.