Director/Chartered Financial Planner
Chartered Financial Planner and ACIBS (Associate of Chartered Institute of Bankers in Scotland). I have been delivering high-quality financial planning advice to clients for over 20 years.
I have a wealth of experience in pension, investment management and corporate planning, working with clients to create tax efficient plans for their future. I enjoy spending time with clients at our review meetings to evaluate how the planning has helped them achieve their financial goals.
I work predominantly with company directors and wealth clients, providing appropriate financial solutions and long-term plans to meet their needs now and in the future.
In my spare time I enjoy spending time at the gym, travelling and eating out. In the winter it’s all about skiing and planning the next trip to the Alps.