I work closely with our Investment Directors and liaise with professional advisers, accountants, solicitors and charities. I support my clients and help maintain and grow their business with highly flexible, bespoke investment management services. I look to build and manage long-term relationships with mutually beneficial outcomes.
I started my career with Standard Life, before moving to Aegon UK. I’ve built significant experience during this time in dealing with both intermediaries and private clients.
I have a MA (Joint Honours) from the University of Aberdeen, and hold the FPC, QFA Dip and the Certificate in Discretionary Investment Management.