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 ten years there advising private clients on all aspects of financial planning. After a very successful career at the Bank, I was asked in May 2012 to join St James’s Place Wealth Management as a Partner.
My approach has remained consistent: 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 knowledge of the industry remains current by placing a strong emphasis on my personal development. I am presently working towards 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.
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The Partner is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.