Based in Glenfarg, I provide wealth management advice to clients throughout the central belt of Scotland and beyond.
Prior to joining the financial services industry, I spent 14 years working in Education. I felt privileged that my last position was as Headmaster for one of Scotland’s leading Preparatory Schools. As a consequence, I place great emphasis on making sure that the advice I give is thoroughly researched and then delivered in a clear, concise and approachable manner.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able to offer a rounded, professional and principled service.
Each meeting I have with a client is ‘client centred’. The meeting works around the individual, identifying their needs and wishes. My approach is very much one of consultation and suggestion, rather than imposition.
Outside of my business, I am a keen golfer, enjoy many outdoor pursuits and love spending time with my family.