As a Senior Financial Planning Director, I head the Financial Planning Team in our Glasgow office. My priority is to help my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them to build a tailored financial plan that suits their present and future needs. I am responsible for providing full financial planning advice to individuals. I specialise in both the pre- and post-retirement stages of retirement planning, inheritance tax planning and tax efficient investment strategies. To ensure the best possible outcome for my clients I often work closely with our Investment Managers matching clients’ risk profiles and objectives to investment, pension and trust portfolios that will deliver for them and their families over the years.
Since graduating from Oxford University I have over two decades of experience in financial services. I’ve been advising private clients in all aspects of financial planning since 1995 when I started working with Scottish Widows. In 2003 I joined Gerrard Financial Planning Services which subsequently became part of Barclays Wealth. I left Barclays to take up my current role at the start of 2014 to provide our Glasgow office with a new Financial Planning service.
- Chartered Financial Planner through the CII
- Advanced Diploma in Financial Planning
After 30 years of playing rugby and then coaching mini and youth rugby I have finally ‘retired’. Now that I have the time I am trying to learn how to play golf better. With my children having left school and no rugby I also look forward to spending more time with my wife.
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Investec still recognise that clients (and their advisers) are individuals which allow me to tailor my clients planning to their needs.