About me
My role is to manage portfolios on behalf of individuals, charities, trusts and pension schemes. I am backed by an experienced investment team and support staff.
Background/Experience
I hold a joint MA in Economics and Property along with a Masters (MSc) in Investment Analysis. I am a member of the Chartered Institute of Securities and Investments (CISI) and a Chartered Wealth Manager.
My interests
I enjoy playing tennis, golf, squash and padel tennis, and I have completed several ultra marathons. I am also a recreational bagpipe player, time permitting.
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with their life goals and investment choices
- Bespoke portfolio management
- Inheritance tax planning
- Retirement planning
- Selling a business
- Personal injury damages investment
Helping charities and mutuals with planning and investments
I'm also an expert in...
The best running routes around Edinburgh.
