Professional Biography
What I do is about more than money - it's about people
How do you describe what you do?
I’m lucky to lead an amazing financial planning team here in Scotland. What I love most is working closely with clients—helping them make confident decisions and making sure their wealth supports what really matters in their lives.
What's next for you professionally?
I’m focused on growing a strong, collaborative financial planning team in Scotland—one that delivers advice with clarity, care, and impact. I’ll continue working closely with clients, making sure their plans evolve with life to support what matters.
What's an experience with a client that's stuck with you?
After a life-altering event, helping a family turn finance into lifelong security. Our planning helped the parents retire early & spend their best years with their daughter—growing together & truly living. Truly humbling to be a part of.
What's next for you personally?
I’m excited to keep working with and growing a brilliant team here in Scotland—one that always puts clients first, supporting each other to grow, being hands-on with clients to make sure they get advice that’s clear, personal & inspirational to them.
Why does my role as a wealth manager matter?
Because it’s about more than money—it’s about people. My role gives families clarity, confidence, and freedom to live life on their terms. Whether it’s retiring early, supporting family, or navigate a life-changing event, I’m there to guide and empower.
What qualifications and memberships do you have?
Chartered Financial Planner