Based in Glasgow, I provide wealth management advice to clients throughout Scotland and throughout the UK.
I have an honours degree in Marketing from Strathclyde Business School and diplomas in regulated financial planning and business advice. As part of my ongoing professional development, I am working to become a chartered financial planner.
I have over 13 years’ experience dealing with and advising a range of individuals and businesses throughout my career and I value the importance of developing strong mutually beneficial relationships based on trust and integrity.
I am also part of the St. James's Place Charitable Foundation committee based in Glasgow which supports worthy local charities and communities.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.