My priority is to look after my clients investment needs, in mind of their overall financial circumstances and objectives, taking on the day-to-day responsibility for the management of their investments. By ensuring their attitude to risk is considered alongside the aims for the funds invested, I can help devise a suitable investment strategy tailor-made for their requirements and manage their portfolio within the agreed parameters. This can often involve working closely with a client's existing advisors. Through detailed discussions and working in partnership with the adviser, I am able to position their investments appropriately using the strength of our research capabilities and expertise. My responsibilities extend across a wide spectrum of clients from individuals and pension funds, to trusts and a number of charity accounts.
My working career has been focussed on investment management, in particular the private client area. Over many years I have learnt that through really getting to know clients to better understand their needs and objectives, I am able to use my experience to provide an investment solution to best fit their aims. I am a Chartered Wealth Manager and Fellow of the Chartered Institute for Securities & Investment (CISI).
When I am not standing on the side-lines of a sports field or in an athletics stand supporting my children, I am an avid runner. Be it on my own or with the local running club, I enjoy anything from short distances to ultramarathons. I'm at my happiest on trails through the forests or into the hills.
My areas of expertise
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Exploring the local trails around Fife.
Although we offer investment management, looking after clients is about so much more. It's about remembering their dogs name, their grandchildren's hobbies, or where they went on their last holiday. It's the relationship that really makes us different.