About me
I focus on the discretionary management of individual clients, trusts and charities. As well as managing my own clients, I work closely with the executive director to take care of the day-to-day management of our wider client base. My priority is to understand the specific needs of my clients, allowing me to deliver the most suitable range of investment options to them.
Background/Experience
I’m a Chartered Accountant and a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI). After graduating, I joined the KPMG audit banking team in London and qualified as a Chartered Accountant before relocating to the Hong Kong office. I then moved to the corporate finance platform at Deutsche Bank in Hong Kong, before returning to Edinburgh. In 2012 I joined Williams de Broё which was later taken over by Investec.
My interests
I enjoy running and I am kept busy spending time with my husband and three children.
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with your life goals and investment choices
Helping IFAs with investment management for their clients
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Where to find the best brunch in Edinburgh.
I take great satisfaction in helping my clients create a bespoke portfolio solution to meet their current and longer term needs.