I work within the financial planning team in the Glasgow office. As a team, we specialise in all areas of financial planning and wealth management for clients. I assist the team with research and recommendation reports specific to each client's circumstances and financial planning objectives.
I graduated from Heriot-Watt University with a degree in Mathematics in 2016. Shortly after graduating, I began working in financial services as a trainee wealth management specialist alongside an asset manager based in Edinburgh, where I achieved the Diploma in Regulated Financial Planning. I then joined the team at Investec in Glasgow in 2019.
Outside of work I enjoy exploring new places both near and far from home.
My areas of expertise
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Helping private clients with their life goals and investment choices
I'm also an expert in...
Where to find the best coffee (or cocktail!) in Glasgow.
I take great pride in the service that we offer to our clients, assisting them in achieving their financial planning objectives at each stage of their life.