Team

Gavin MacKinnon

Director I Financial Planning Consultant

Meet Gavin

Jennifer Muir

Paraplanner

Meet Jennifer

Fran Sinclair

Administrator

Meet Fran

What our clients say about us

Good advice speaks for itself – just ask our clients.

See their stories

Kerry Bunyan

As a result of Gavin’s advice, my husband and I are on track to retire much earlier than we initially thought we could.

Read Kerry's story

Trevor Hayfield

My retirement, which seemed so far away, was suddenly something we could plan for with confidence.

Read Trevor's story

Ready to begin?

You can get in touch with us by calling, emailing, or completing the accompanying contact form. Once you’ve done that, we will come back to you to arrange a friendly chat about your finances.

We always aim to respond within 24 hours, unless your enquiry is submitted over the weekend. Then, we will aim to respond to you promptly on the next working day.

12 Cleveland Drive
Inverkeithing
KY11 1AS

0131 392 1950

info@crmfp.co.uk

CRM Financial Planning Ltd is registered in Scotland (SC815354) at 12 Cleveland Drive, Inverkeithing, KY11 1AS. CRM Financial Planning Ltd is an Appointed Representative of ValidPath Limited, which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107. CRM Financial Planning Ltd is entered on the Financial Services register under Firm Reference Number 1019661.

The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

This website is for information purposes only and does not constitute financial advice, which should be based on your individual circumstances.