Professional Biography
Embracing change is a key skill for unlocking new opportunities
How do you describe what you do?
I advise high-net-worth families, collaborating with accountants and solicitors to design tax-efficient, tailored investment strategies that protect and grow generational wealth.
What's next for you professionally?
I’m committed to continuous learning, expanding my expertise in global investments and tax-efficient strategies, while growing into a leadership role that drives client success.
What's the best piece of advice you've ever been given?
Respect builds trust. In wealth management, treating everyone with respect—whether a dustman or a duke—shows integrity, fosters strong relationships, and ensures clients feel valued beyond their net worth.
Where do you get your inspiration to embrace what's next?
Growing up with entrepreneurial parents taught me that accepting change is essential for success. Today, as an advisor to founders and an investor in world-class businesses, embracing change is a key skill for unlocking new opportunities.
Do you have a significant experience that your clients would want to hear about?
In 2014 I spent three weeks in rural Uganda building a school classroom. This life changing trip taught me the power of gratitude and drives my passion for serving others, reflected in my ongoing support for Glasgow City Mission winter night shelter.
What qualifications and memberships do you have?
- Chartered Wealth Manager
- Member of the Chartered Institute for Securities & Investments
- Academic author, Journal of Index Investing
- First Class Graduate, Finance, University of Strathclyde