Based in Aberdeenshire, I provide wealth management advice to clients both within Aberdeen and more widely throughout the whole of Aberdeenshire. In line with my professional background, I have focused on developing specialist investment knowledge and am now fully qualified as a Chartered Wealth Manager. However, as a representative of St. James’s Place Wealth Management, my service is enhanced and complemented by the provision of advice covering the areas of Protection, Inheritance Tax planning and retirement strategies.
Fundamentally I see my approach as one of problem-solving for the client - rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.
I am a Chartered Fellow with the Chartered Institute for Securities and Investment.
Since graduating in 1995 from Aberdeen University I have spent my entire career in the wealth management industry, firstly with a stockbroking firm, then with a national Discretionary Fund Manager before spending 4 years working as a Private Banker. During this time I have established many working relationships with individuals across the professions and industry, in part, due to the insight and understanding that I have for their specific financial requirements – whether these be personal or corporate.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able offer a rounded, professional and principled service.
Outside of my business, I chair the Aberdeen and Grampian branch of the Institute of Directors through which I am further able to support the development of Directors and Leaders. I am also a Burgess of Guild and a member of Trinity Hall as a Shoemaker.
Charity is also important to me and I act as Treasurer for the Confraternity of the Holy Trinity.