About Angus
Angus has been working in financial services since the late 1990s and co-founded Bridge Investments (now Transform!) with Shadi in 2009.
Angus is a Registered Life Planner, one of only around 100 in the UK. Life planning takes a different approach to traditional IFA work, focusing on the client rather than the product. As part of this role, he enjoys building long-term relationships with clients, specialising in working with those who are “lost” in their financial situation and taking them on a journey.
Angus lives in Edinburgh, having originally moved there to study agriculture (he often says he came to the east coast on missionary work!) He is a father who spends much of his time moonlighting as a taxi driver, but when he does have some spare time he enjoys outdoor pursuits and is a keen chef and enjoys entertaining friends at home.
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
Lucy Myall
Practice Manager
Danielle Wilson
Financial Administrator
Transform Financial Planning is a trading style of Bridge Investments Partners Ltd. Bridge Investments Partners Ltd is authorised and regulated by the Financial Conduct Authority no. 608975.
Registered in Scotland. Company number: SC456760. Registered address: 19 Monktonhall Place, Musselburgh, Scotland, EH21 6RR.
For your information decisions should not be taken based solely on the content of the website and individual advice should be sought first. Regulations, levels and bases of taxation are subject to change. The firm is not responsible for the content of external links. The content is aimed at UK residents or residents of MiFID countries.
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