Financial Planner

I have worked in financial advice for over 15 years, having worked as a paraplanner before qualifying as a financial planner in 2014. Since then I have worked with clients from all over the world, advising on their investments, retirement planning and estate planning. This has covered all sorts of tax planning such as ISAs, pensions, trusts, bonds, VCTs and EISs.

Along the way, I have gained further qualifications in pension transfers and long term care.

I enjoy taking the time to get to know my clients and assist them to develop their goals and plan their futures. Your situation and priorities can change over the years, but putting good financial plans in place can help you adapt to anything. It’s a pleasure to help my clients achieve a sense of freedom with their finances.

When not working, I love spending time with my wife and two sons, often visiting National Trust places to explore nature. I also play golf when I can and follow tennis and football (particularly Scottish football).