About Angus
Angus has spent more than two decades helping people navigate life’s biggest financial questions — from “Can I afford to retire?” to “What do I want life to look like after selling my business?”
As a Registered Life Planner — one of fewer than 500 globally — Angus brings a unique depth to financial advice. He works with high-net-worth individuals, business owners and professionals across Edinburgh and Aberdeen, blending robust financial planning with empathetic listening and behavioural coaching.
His approach is calm, strategic, and entirely client-led. Whether it’s consolidating pension pots, investing a business exit, or just feeling stuck about next steps, Angus creates space for people to think clearly — and act intentionally.
“It’s not about telling people what to do. It’s about helping them realise what they want to do — and how to get there.”
At Transform, Angus wears two hats: adviser and co-founder. He helped launch the business in 2009 (then Bridge Investments), and since rebranding as Transform, has been instrumental in its continued growth — leading client relationships, strategic development, and the popular Joy of Money podcast.
Outside of work, Angus is based in Edinburgh where he originally came to study agriculture (he jokes that he arrived on ‘missionary work’). He’s a father of 4 boys, cooks a lot (willingly), and part-time taxi driver for his children (less willingly).
View Angus’ client reviews on VouchedFor.
An interesting fact about me
“In 2018 I took part in a yacht race across the South Atlantic, from Uruguay to Cape Town, South Africa.”
Meet the rest of the team
Shadi Kirk
Director & Financial Planner
Danielle Wilson
Financial Administrator
Transform Financial Planning (FP) is a trading style of Bridge Investments Partners Ltd. Bridge Investments Partners Ltd is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register https://register.fca.org.uk/ under reference no. 608975.
Registered in Scotland. Company Number: SC456760. Registered Address: 19 Monktonhall Place, Musselburgh, Scotland, EH21 6RR.
The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. Regulations, levels and bases of taxation are subject to change. The value of your investment can go down as well as up and you may not get back the full amount you invested.
The Financial Conduct Authority does not regulate Inheritance Tax Planning, Business Planning, Will Writing, Taxation and Trust Advice. The firm is not responsible for the content of external links. The content is aimed at UK residents or residents of MiFID countries. See our Website Terms of Use.
Making a Complaint
If you wish to register a complaint, please email hello@transformfp.com or write to us at Transform FP, Compliance Officer, 129-131 Comely Bank Road, Edinburgh, EH4 1BH UK, or telephone us on 0131 315 222.
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request. If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.
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