About me
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.
Background/Experience
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.
My interests
Outside of work I enjoy exploring new places both near and far from home.
My areas of expertise
Contact me via the form to learn more about....
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.