Based in Inverness, I provide financial planning advice to clients throughout the Highlands, Skye and beyond.
I hold Level 4 Financial Planning Diploma (DipPFS) and Chartered Banker Diploma (MCBI). I am an Accredited Workplace Financial Education Specialist and a member of the Chartered Insurance Institute.
With over 30 years’ experience in the financial services industry, I understand the importance of delivering excellent service, communicating clearly, and building meaningful relationships with my clients. I am passionate about supporting both individuals and businesses to achieve their financial goals through the provision of high-quality financial advice.
In particular, I can help you to:
I provide a highly personalised, discreet and confidential level of service; offering financial advice that will help my clients achieve their needs and objectives, now and for their future.
Away from work, I love keeping fit and early morning circuits sets me up nicely for the day ahead!
The value of an investment with St. James's Place or Rowan Dartington can go down as well as up. You may get back less that you invested.
*Through Rowan Dartington, the discretionary fund management and stockbroking arm of St. James's Place.
We offer an excellent wealth management service which will help you achieve your goals
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We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
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.
SJP Approved 29/01/2024
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.