About me
I specialise in providing private clients with full holistic and bespoke financial planning advice. I focus on your personal tax planning, estate planning and the pre- and post-retirement stages of retirement planning.
Specialisation
Financial Planning
Background/Experience
I have more than 30 years’ experience in the financial services industry, and have been advising private clients since 1993. I joined Gerrard Financial Planning Services in 2003 and moved with my colleagues to set up the Williams de Broë (now Investec Wealth & Investment) office in Edinburgh in 2008.
Qualifications
I’m a Chartered Financial Planner.
My interests
I am married with two daughters.