- LLB (Hons) (Law)
- Diploma in Legal Practice
- Diploma in Financial Planning
- Over 20 years combined experience working in both the legal profession and financial services industry
- Notary Public
- Qualified Solicitor (Scotland)
I help my clients achieve their financial goals and aspirations by providing personal, face to face wealth planning advice in relation to protection, investments, pensions and inheritance tax planning.
I meet with my clients on at least an annual basis to review their financial planning to ensure that it continues to be appropriate to their circumstances.
Helping clients to re-organise their existing investments and invest funds in a tax-efficient manner, whilst enabling them to supplement income and maintain control of their investments.
Advising clients on the investment of surplus income in order to achieve better potential long term capital growth in a tax-efficient manner.