Based in Edinburgh, I provide wealth management advice to clients both in the city and the surrounding areas.
After graduating from Aberdeen University with a MA(Hons) in Economics, I started my career in Financial Services in 1997 with AMP where I worked as an Adviser and Area Manager.
In 2002 I was approached to join the Financial Advisory Arm of Bank of Scotland and enjoyed 10 years there advising private clients on all aspects of financial planning. After a very successful career in the bank, I was asked in May 2012 to Join St James’s Place Wealth Management as an Partner.
My approach throughout has remained unchanged. I truly enjoy helping people and by sharing my expertise, I am rewarded by seeing these people meet their financial objectives.
I am committed to ensuring that my industry knowledge remains current by placing a strong emphasis on my personal development. I am presently working towards The Chartered Financial Planner Status, one of the most prestigious accolades in the Industry. This along with the pride and dedication that I place on building and maintaining good long term relationships with my clients, ensures that I am able to offer a rounded, professional service.