The foundation of my business is building long term relationships with my clients, realising that everyone and their circumstances are unique and deserve a bespoke service. I work closely with my clients to build up an in-depth understanding of their affairs. This enables me to provide the advice that is needed when it is needed.
I have worked in the financial services sector for over 26 years; eighteen of these specialising in the Investment Planning, Pensions Planning and Inheritance Tax markets. At the start of 2009 I recognised that I could provide my clients with a more personal and professional service by setting up my own business and becoming a Senior Partner Practice of St. James's Place Wealth Management. I have achieved chartered financial planner status within the industry and I can join the limited number of advisers using this title in the Aberdeen area. Our office premises in Huntly have now been open for over four years and our team is continuing to expand. Assisting us with our high client service standards, Linda is my PA, Judith is our Office Manager and Lorraine is our Client Co-ordinator.
Click on the accreditations for more information
Enter your email address and register or update your existing email preferences.
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.