Malcolm is the founder of SFS Investments. He started the Company 20 years ago after working with Citibank for 13 years in Pensions and investments. He is a Highly qualified pension specialist which means he can advise in the complex field of defined benefit pensions (final salary) and can sign off on transfers.
Malcolm has appeared a number of times on Asset TV and the NEST UK Road Show as a guest speaker discussing corporate pensions.
David is married to Karen and have one son, Fraser. They live locally in Wishaw. Karen is a partner and Chartered Accountant in WDM Accountants based in Motherwell. Their son Fraser is a qualified Engineer. David and Karen are both members of their local golf club in Wishaw. David plays off a handicap of 7 and Karen 18. He is also a long-time fan of Motherwell Football Club. In David’s spare time he likes to play golf and spend time with his family.
Services We Offer:
- Pension Advice
- Investment Management
- Wealth Management
- Tax Planning
- Estate Planning
- Insurance Advice
- Mortgage Advice
- Savings and ISAs
- Financial Risk Assessment
Our Locations:
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Main Office - 378 Brandon Street, Motherwell, ML1 1XA
01698 269977
Business Name
Southern Financial Services
Services Offered
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