With a career that spans over two decades in Financial Services, I have diverse experience and wide knowledge in financial planning.
I work closely with clients in all aspects of financial planning advice including advising sole traders, limited companies and all other areas of personal wealth. I also specialise in providing strategic advice to the public sector and advising on local authority pension schemes. I travel all over the country, meeting with clients and businesses and helping them through life’s journey.
I am also responsible for leading the team and the strategic direction of the business. People and communication are important and that’s why it is our business to place our people and clients at the centre of everything we do, cutting through the jargon and making their experience with Blythswood Associates an exceptional one.
Outside of work, I am a husband and busy father to three young boys. A keen golfer and interest in football also ensures that I maintain a good work-life balance which I think is very important too.
Experience
Wealth management
Investment Planning
Retirement Planning
Inheritance Tax Planning
Cashflow modelling
Sector Experience
Private client
Public sector
Local Government
Corporate
SME
Qualifications
Chartered Financial Planner
BA (Hons) Financial Services
Masters (with Merit) Wealth Management
Advanced Diploma in Financial Planning (APFS)
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.