Throughout my career to date with more than 25 years of experience in financial services, my expertise has been used to help clients plan for the future. This can range from how to build wealth and protect it to helping them to enjoy it and pass it on to their families. My clients tend to be owner-managed businesses, those selling businesses, or trustees of pension schemes.
I spend time with clients and trustees to gain an insight into what is important to them or the pension fund. Working with our strong technical team we build a robust plan to get them there, which will stand the test of time.
What is important to me is to build the understanding of trustees and business owners to ensure that they understand the impact of legislation on their planning.
I lead the wealth advisory teams in Belfast, Edinburgh and Glasgow. As well as being experienced and qualified, we are all committed to developing robust strategies for our clients.
When not at work or being 'dad's taxi service', I particularly enjoy time away on skiing holidays and catching up socially with family and friends.
- CFP (Certified Financial Planner)