About me
I specialise in managing investment portfolios for individuals, trusts including personal injury trusts, pension funds and charities. I also work closely with professional trustees and solicitors in providing investment management services to their clients.
Background/Experience
I completed my professional exams in 2012 gaining my certificate in Private Client Investment Advice and Management. I am also a Chartered Fellow of the Chartered Institute for Securities and Investment. I use my knowledge and experience to help clients structure and tailor their portfolios for their specific needs.
My interests
I am a very keen golfer and I compete in some Midlothian county competitions. My aim is to get my handicap into single figures. I also enjoy walking my two dogs (Border Terrier and Working Cocker Spaniel), and cooking Asian and Far Eastern cuisine.
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with your life goals and investment choices
I'm also an expert in...
Having a large cupboard full of whole spices which I grind myself to make delicious home cooked curries.
I take great satisfaction in helping my clients meet their objectives and achieve their financial aims, which allows them time to enjoy what is most important to them.