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.
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.
Having represented Scotland at age grade rugby, I now play at club level in the Scottish Premiership league.
My areas of expertise
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Helping private clients with their life goals and investment choices
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Where the best restaurants are around Glasgow.
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