I started my financial services career in 1985 in retail banking before I moved into regulated financial advice in 1991. Since then I have held several client-facing roles with regional, national and multinational firms, providing advice to both business and personal clients as well as developing relationships with professional connections.
Since joining Mattioli Woods in 2007 I continue to provide bespoke advice to individual clients, encompassing all aspects of financial planning including pre- and post-retirement planning, investment advice and protection for families and businesses.
As well as dealing with clients my role includes the day-to-day management and development of Mattioli Woods’ wealth management team in Scotland.
When not at work I am an enthusiastic – but often frustrated – supporter of the Scottish rugby team and can often be found indulging my love of motorcycling.
Our Team Directors are all qualified and certified to give financial advice.
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