Carnegie Wealth Management

Protecting your family's future

About us

Our expert Estate Planners are David and Tony, backed up by our support staff led by Erin.

David and Tony have been advising families for many years in areas such as Wills, Powers of Attorney and Asset Protection Trusts.

The cost of an initial visit is met by us in the comfort of your own home and we are more than happy to discuss with other family members as well, as any advice is likely to benefit them too.

Our aim is to ensure all our clients are fully informed of all options available with the ultimate objective of potentially leaving their children (or other family members) as much of their assets as possible in order to help secure their future.

We have presented our services at many Probus Clubs and other associations.

We treat all our clients with dignity and respect in what can be a very emotional and sensitive subject.

Want to find out more? Get in touch with us

Carnegie Wealth Management

Contact Us

t.rosenbaum@camltd.uk
Scotia House
5 Dickson Street
Dunfermline
Fife
KY12 7SL
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