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.
As a representative of St. James's Place Wealth Management, my service is enhanced and complemented by the provision of advice in 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.
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 four 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.
We offer an excellent wealth management service which will help you achieve your goals
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We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
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.