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.
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.
I’m a Chartered Financial Planner.
I am married with two daughters.
Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.