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.