Professional Biography
I make sure my clients' money works hard and aligns with their goals and values
How do you describe what you do?
I help clients grow and protect their wealth by building tailored investment portfolios that reflect their goals and values - offering clarity, confidence, and peace of mind through expert portfolio management.
What's next for you professionally?
I’m focused on enhancing how I support clients - building trust, offering clear guidance, and managing their investments with discipline in line with their long-term goals.
What's your area of expertise?
I specialise in building tailored investment portfolios for clients, making sure their money works hard, aligns with their goals and values, and sits at a risk level they’re comfortable with.
What's your favourite thing about your role?
The most rewarding part of my role is working closely with clients — understanding what matters to them and helping them achieve their financial goals as a trusted adviser.
When you're not at work, what's your favourite thing to do?
Outside of work, I’m a keen guitarist — you might catch me in one of Glasgow’s many live music spots, playing the blues and soaking up the city’s vibrant music scene.
What qualifications and memberships do you have?
- Chartered MCSI
- Chartered Wealth Manager