I have 32 years industry experience and started my career as Financial Adviser with The Prudential in 1990. After 8 happy years working in the Perth, Angus and Fife area decided to set up my own business based in Perth.
I am delighted that many of my current clients have been with me since 1990.
In line with my professional background, I have focussed on developing the best possible service for my clients and I believe becoming a representative of St. James’s Place Wealth Management can only enhance my client experience.
I have worked in financial services for over 40 years including 23 years with Prudential and 15 years as an IFA giving financial advice to families and business owners. Over this time I have built up a strong relationship with many of my clients and quite often receive referrals for new clients from them which I very much appreciate. No two clients are the same and I enjoy sitting down with clients helping them plan their financial future and am now of an age where I am giving advice to children and even grandchildren of some of my original clients.