Rab Shields Dippfs

Rab Shields DipPFS is a seasoned financial professional with extensive experience in the industry. Currently serving as a Partner at True Potential Wealth Management since August 2014, Rab Shields utilizes advanced technology and planning tools to deliver clear and effective financial advice to clients. Prior to this role, Rab Shields was a Partner/Director at Simple Solutions Financial Management Ltd and worked as an Independent Financial Adviser at Ravencourt Financial Services Ltd, specializing in retirement, investment planning, and inheritance tax solutions. Earlier in the career, Rab Shields served as a Regional Accounts Manager at Retirement Advantage, promoting trust-based IHT solutions, and spent over three decades at Scottish Widows, primarily as a Broker Consultant, where relationships with independent financial advisers were developed alongside experience in pension schemes. Rab Shields also held significant roles within the trade union at Scottish Widows, advocating for employee terms and conditions. Education was completed at Musselburgh Grammar School.