Life first • Money second
Iain Macrae - Independent Financial Adviser at Zomi Wealth 23

Iain Macrae

Independent Financial Adviser

Iain has over 10 years of industry experience and excels at providing clear, holistic financial planning for clients. As a Financial Adviser, he works closely with clients to create a bespoke financial planning and investment strategy tailored to their needs. Iain believes it is essential to treat each client as an individual and take time to understand their unique objectives.

Iain is a Chartered Financial Planner and holds the Advanced Diploma in Financial Planning, having studied units in taxation, investments and pensions.

Outside of work, Iain enjoys spending time with his family, including his two young children, which tends to fill up any spare time.

A little more about Iain!

With my family, doesn’t matter what we do.
Being part of a team that puts clients needs front and centre of their jobs.
Doing the right thing even if it proves difficult.
Always treat clients as if they were a member of your family in terms of recommendations you make.
Visit all the major football stadiums in the country.
Iain Macrae - Independent Financial Adviser at Zomi Wealth 1

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