Greater Glasgow Area
I became interested in the importance of managing money and the options it provided whilst growing up. I completed an Honours Degree in Business Economics with Finance and this led to the start of my Professional Career as a Trainee Management Accountant with IBM. I started to work in Financial Services as a Management Accountant with the National Australia Group who owned the Clydesdale Bank in 1998. I qualified as a member of the Chartered Institute of Management Accountants in 2000. I started providing Financial Advice in 2006 and became qualified with the Chartered Insurance Institute to provide advice on Mortgages, Protection and General Insurance. In 2019 I attended the Quilter Financial Adviser School and obtained the Diploma For Financial Advisers. I've been providing guidance for my clients since then on retirement planning, investments, protection and mortgages. Please contact me to discuss your priorities and how I can help you achieve your financial goals.
I specialise in helping clients plan for retirement and create investment strategies that save tax
Provide independent whole of market advice on Insurance and Mortgage Products