Originally from Ireland and now based in the greater Edinburgh area, I primarily work with clients across Northern Ireland and the east coast of Scotland, while also supporting clients nationally in areas such as London, Cornwall, and Wales.

I’m passionate about helping people improve their financial well-being and confidence. Money can be deeply personal and, at times, emotional — which is why I take a calm, understanding, and educational approach to financial planning. My aim is to ensure clients feel informed, reassured, and empowered to make decisions that truly support their goals and values.

I believe that great financial advice is built on genuine relationships. By providing a personalised service with regular reviews and open conversations, I help clients stay on track and adapt as life changes. Whether it’s guiding someone through major financial decisions or simply providing peace of mind by answering simple questions, my focus is always on clarity, trust, and long-term success.

As a former Army Officer, I have a strong appreciation for the unique challenges faced by service personnel and their families. I’m deeply committed to supporting members of the Armed Forces community — both current and former — to make the most of the opportunities available to them and to achieve lasting financial security.

Outside of work, I’m fortunate to live near East Lothian — the golf capital of the world — and I’m an enthusiastic supporter of both Ulster Rugby and Irish Rugby.