With a career in financial services for nearly a decade, I have experience in advising clients on all areas of financial planning including pre and post retirement planning, individual and business protection, savings and inheritance tax planning. I have also worked with business owners to provide their corporate financial planning requirements.
I enjoy working with people and giving face-to-face advice in a world where there is much automated advice. I believe communication is important in our industry and I enjoy working at Blythswood Associates because our approachability allows us to build meaningful relationships with our clients and other professionals.
Attention to detail and providing the quality advice to my clients is important. I am currently studying towards becoming a Chartered Financial Planner, the mark of excellence and quality in our industry.
When I am not at work, I enjoy spending time with my family. I am a keen golfer and having played professional football in the past in both Scotland and England I still have a keen interest in the sport. I also enjoy coaching my son’s football team and attending matches.
- Wealth management
- Investment Planning
- Retirement Planning
- Inheritance Tax Planning
- Cashflow modelling
- Private Client