Glasgow Office Team

Along with two colleagues, I look after investment portfolios for private individuals, primarily on a discretionary basis.

I work within the financial planning team in the Glasgow office. As a team, we specialise in all areas of financial planning and wealth management for clients. I assist the team with research and recommendation reports specific to each client's circumstances and financial planning objectives.  

As a trainee investment manager my role is to support the investment managers in their day-to-day work and focus on business development. I support the investment managers in all areas from portfolio construction to research and reports.

As a Senior Financial Planning Director, I head the Financial Planning Team in our Glasgow office. My priority is to help my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them to build a tailored financial plan that suits their present and future needs. I am responsible for providing full financial planning advice to individuals. I specialise in both the pre- and post-retirement stages of retirement planning, inheritance tax planning and tax efficient investment strategies. To ensure the best possible outcome for my clients I often work closely with our Investment Managers matching clients’ risk profiles and objectives to investment, pension and trust portfolios that will deliver for them and their families over the years. 

To support advisers when building their investment proposition.

I offer a bespoke personal service, focused on building trusted and long-term relationships. I work closely with my clients to provide a financial plan that is flexible to change with their personal circumstances as they move towards retirement and beyond. I also work with my team to provide financial tax efficient solutions from funding school fees, discretionary and advisory investment management, ISA's, trusts, offshore bonds, AIM IHT planning, and self-invested personal pensions. The common criteria is that each investment plan is unique and must work for the client and their family, with the ability to adapt as their circumstances change through life. Ultimately the client is the custodian of their wealth through life, and it is my job to advise how to pass on their inheritance to the next generation as tax efficiently as possible.

My main priority is to deliver a bespoke and personal service to my clients, focused on building trusted long-term relationships. I provide a professional, friendly service, working with private individuals and their families through the changing circumstances of life. I have a wealth of industry experience in particular with individual clients, trusts, self-invested pension plans (SIPPs) and charities.

George is responsible for developing new business and maintains relationships with existing clients and introducers of clients. George’s clients comprise of individuals, pensions, IHT solutions, Charities and Trusts.

As a Financial Planning Director, my priority is to help my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them to build a tailored financial plan that suits their present and future needs. I provide holistic financial planning advice, specialising in retirement planning and inheritance tax planning.    

I manage assets on behalf of private individuals, personal pension schemes, trusts and charities.

My primary role is to advise individuals and families on investment and tax matters. I also act for charities and sit on a number of charitable committees which gives me some insight into the issues charities face. Where appropriate, I work closely with my financial planning colleagues to ensure the best possible outcome for my clients.

Together with my experienced team, we provide a professional service giving advice on investment management and financial planning. These areas include portfolio management for savings, ISA's, pensions, investment bonds and charities, taking into account the client's circumstances, experience, attitude to risk and objectives. We conduct a personal interview and in depth analysis of each client's current financial position which will be updated and adjusted on an ongoing basis as they continue move along life's path. We aim to provide an easy to understand service which includes online access to investments as well as a personal service with myself and my team. 

My role predominantly focuses on the management of clients assets on a bespoke discretionary basis. My client bank comprises of private clients, charities, trusts and personnel pension assets (SIPPs). I also work with several Independent Financial Advisory firm's, providing a bespoke discretionary fund manager service for their clients.

My priority is to help my clients and IFA partners' clients achieve the best returns on their investments by constructing a portfolio to meet their current position, requirements and financial objectives. This is achieved by working closely in conjunction with our IFA partners. I specialise in portfolio construction for clients prior to retirement, post retirement and in managing IHT related portfolios designed to reduce inheritance tax liabilities. To ensure the best possible outcome for clients I work closely with our extensive in-house research team to identify suitable investments, matching clients’ risk profiles and objectives to investment portfolios that aim to deliver excellent growth over the longer term.

I am an investment manager who also has responsibility for running the Glasgow office. I look after a wide range of clients including private clients, trusts, charities and SIPPs.

I provide unique discretionary investment management solutions for individual private clients, and focus on developing long-term relationships in order to meet their financial goals. I have extensive knowledge and experience specifically covering pension arrangements, IHT solutions, charities and trusts.

I am a Portfolio Manager and work alongside our Glasgow Investment Directors. I help with the management and day to day running of client's investments. 

I am responsible for developing new business and maintaining relationships with existing clients and introducers of clients. My client book comprises of individuals, pensions, IHT solutions and Trusts.