About me
My main priority is to deliver a bespoke and personal service to my clients, focused on building trusted long-term relationships. I provide a professional, friendly service, working with private individuals and their families through the changing circumstances of life. I have a wealth of industry experience in particular with individual clients, trusts, self-invested pension plans (SIPPs) and charities.
Background/Experience
I started my career with stockbroking firm Penney Easton, based in Glasgow’s George Square. I remained loyal through its various incarnations: Parsons Penney, Allied Provincial Securities, Greig Middleton, Gerrard then Barclays Wealth before joining Investec in 2014. During my early career I was encouraged to ‘always consider the client’, something that came naturally to me, and I enjoy my core role of private client investment manager. Over the years I have also added management responsibilities, giving me a platform for my other passion of supporting people and service development to improve the client experience. Trust is something which is very important to me.
My interests
I live in East Kilbride with my wife, children, and the dogs. I enjoy gym classes, gardening and try to play golf (with limited success). Sometimes I'll admit to an unhealthy and passionate interest in cars. I also sit on the management team of Kerith Counselling Service, helping to provide affordable access to those who sometimes need to talk through events of life.
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with your life goals and investment choices
- Bespoke portfolio management
- Inheritance tax planning
- Receiving an inheritance
- Retirement planning
- Tax efficiency in retirement
Helping charities and mutuals with planning and investments
Laughter is the best medicine, I do like a good joke.
Investec is client focussed, diverse and supportive to both clients and staff. We are constantly striving to do the right thing, but honest enough to accept that sometimes we might not get it all right. We take our business, social impact and staff responsibilities seriously and honour the trusted status we are given. We are a nice company and there is a depth to that which is unusual these days and needs to be experienced to fully comprehend.
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.