Professional Biography
Put simply I love helping my clients make sound financial decisions, and giving them peace of mind.
How do you describe what you do?
I am a Partner of the firm, and alongside my client responsibilities, lead our Financial Planning Team in Glasgow. Since joining in 2007, I have extensive experience advising individuals and families, to help achieve their long-term financial goals.
What's next for you professionally?
I will continue to support clients I’ve worked with for nearly two decades, taking great satisfaction in seeing them achieve their goals and guiding the next generation.
What's your area of expertise?
Whether working with individuals, families, or business owners, my work encompasses lifestyle modelling, protection, retirement and pension planning, evaluating and recommending investment structures, and estate, trust, and tax planning.
What's your favourite thing about your role?
Quite simply I enjoy building and maintaining long-term relationships, helping my clients make sound financial decisions, and giving them peace of mind.
When you're not at work, what's your favourite thing to do?
Outside of my professional responsibilities, I live in Ayrshire with my family and enjoy spending time outdoors, whether walking my dog, hiking or cycling. In October 2025, I achieved a lifetime goal trekking to Everest Base Camp.
What qualifications and memberships do you have?
Fellow and Chartered Financial Planner FPFS.