As a Chartered Financial Planner and Managing Director – PWM Scotland based in the Aberdeen office, I work closely with both private and corporate clients to deliver comprehensive financial planning tailored to what really matters to you.
Drawing on many years in the financial sector, I take the time to analyse your circumstances, understand your goals and build strategies that help you live life with greater clarity and confidence.
My work covers everything from savings and investments to retirement planning, long-term care, protection and inter-generational estate planning, often collaborating with other professionals to ensure you receive well-rounded, trusted advice. As an Associate of the Personal Finance Society, I’m committed to maintaining the highest professional standards throughout every part of the planning process.