I have worked within financial services for around 20 years. the bulk of this was with Barclays where I worked over the years with private and corporate clients.

After leaving Barclays in December 2019 I decided to focus solely on working with private clients. One of my previous roles was a Relationship Manager for stockbroker clients and I enjoyed this role immensely; understanding clients needs, working with them on solutions and getting to know them as people. I found this role very rewarding. Having taken the time to become a qualified Adviser over the last few years I am equipped with the technical skills to blend with the desire to help clients achieve their goals. My commitment to learning is evidenced by my winning of the Scottish Investment Advice Diploma award for 2016 (Chartered Institute of Securities and Investments).

Becoming a representative of St. James's Place made perfect sense to me. Their distinctive approach to Investment Management and their advice guarantee* made it the ideal company for me to launch my own Wealth Management business. With quality and range of products available through St. James's Place, I feel that we are very well positioned to help you and your families meet their financial objectives.

For further details on how I can help please contact me.  

*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 at www.sjp.co.uk/products.