About me
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 financial planners in researching and preparing recommendation reports, tailoring them to the client’s circumstances and their specific objectives.
Background/Experience
I graduated university with an honours degree in Business in 2021. While at university, I undertook an internship at an international wealth management firm based in Edinburgh. Upon completion of the internship and university, I moved into a trainee financial planner role where I then joined Investec in September 2022. I am now working towards 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 Premiership league.
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with their life goals and investment choices
I'm also an expert in...
Where the best restaurants are around Glasgow.
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