My skills, experience and knowledge in wealth advisory have been built up over many years and I pride myself on providing a highly personalised service to clients.
I’m passionate about helping clients to reach their financial objectives, whether it be protecting, growing or passing on wealth. It’s a privilege to be able to work with clients on their personal financial journeys and I enjoy working with them to build robust, flexible financial plans.
My clients tend to be business owners, senior executives, entrepreneurs and wealthy families, all with different goals and aspirations, but all require the help of a professional to guide them on their financial journey.
I’m fortunate to lead a very talented wealth advisory team in Scotland, with a range of skills and a common goal of providing great client service.
In my free time, I enjoy spending time with the family and am a big sports fan with golf, football and tennis my favourites.
- Chartered Financial Planner
- Certified Financial Planner
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