- LLB (Hons)
- Diploma in Professional Legal Practice
- Chartered Institute for Securities & Investments Diploma in Wealth Management
I have recently joined the Dunblane office where I assist the private client and residential conveyancing teams.
I am helping my colleagues in matters such as succession planning, executry administrations, buying and selling homes, and drafting powers of attorney.
- Prior to joining WJM, I worked within investment managent for eight years, both as a private-client investment manager and as an investment writer.
- I have experience of advising families and individuals about their investments, and have invested multi-asset portfolios on their behalf.