With more than 30 years’ experience in financial services, I provide personalised and clear advice to clients on their financial planning. I specialise in investment strategy, retirement planning and tax structuring, as well as in developing legacy plans for individuals and their families.
I am passionate about delivering the very best solutions, working closely with clients and their legal and professional advisers to help them achieve their long-term financial goals. The focus is on giving clients the confidence to move forward and make the most of what matters to them.
Outside of work, I enjoy spending time with my family and exploring the history and outdoors of Scotland. I am also actively engaged as a charity trustee and treasurer.