I offer a holistic approach to financial planning, helping you to better understand the outline of your financial future.

Recognising the uniqueness of each person’s circumstances and needs, I will work with you closely to gain a thorough understanding of your present position and desired goals.

I will then create and manage a personal financial plan, reviewing regularly to help you keep on track to achieve your financial goals. 

As a fully independent financial advisor, I am free to choose financial products tailored to your needs.

I am based in Comrie, Perthshire, with my registered office in Glasgow. My clients are mainly in Scotland.