As a chartered tax adviser with over 20 years’ experience of dealing with high net worth families, private clients and entrepreneurs, I provide a holistic advisory service dedicated to protecting and maximising personal and family wealth.
This is not just about minimising personal taxes, although that is part of it. It is about building a strong personal relationship between the individual – and their family – and myself. This enables me to protect family wealth through the generations while remaining in tune with people’s philosophies and objectives.
I achieve this not merely through an understanding of relationship-based advice and many years of working with high net worth families, entrepreneurs and their businesses, but also through a truly joined-up approach to wealth management. I understand that clients want their families and the people they care about to benefit from this life-changing opportunity. I work to take advantage of any tax planning opportunities available and protect people’s wealth.
I am married with one daughter and we live in Linlithgow, having relocated to Scotland 12 years ago. Free time is very much family time. I also enjoy running and keeping fit.
- CTA (Chartered Tax Adviser)