About me
I work within the Investment Management Team, where I assist Investment Managers in managing Discretionary Portfolios for a wide range of individuals, pensions, trusts and charities. With a background in financial advice, I have first hand experience in both Financial Planning and Investment Management. I primarily work alongside George Hunt and Mary Young.
Background/Experience
I originally started my career in Financial Planning, where I joined an International Financial Advice firm as a Trainee Financial Planner following my graduation from University. Having gained the Diploma in Regulated Financial Planning, I have since moved into the Investment Management Team and am currently studying towards both the Chartered Wealth Manager Qualification and the Advanced Diploma in Regulated Financial Planning.
My interests
Having represented Scotland at age grade rugby, I now play at club level in the Scottish National 1 League.
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with their life goals and investment choices
Where the best restaurants are around Glasgow.
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