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I have 20 years industry experience as a qualified financial adviser and during this time I have worked for a large Bank, a small independent firm and now a national IFA firm working between their Glasgow and Edinburgh offices. A typical day will involve speaking to clients who wish to set up new or, review existing arrangements. Analysing their suitability in relation to the clients objectives and making recommendations where appropriate. In my spare time I enjoy spending time with with my partner, 2 children (and our wee dog) and I also enjoy listening to and playing music. I would be more than happy to have a chat with anyone at EEC who may be looking for guidance or advice in relation to their own position.
As an Associate Partner Practice of the highly successful St. James's Place Wealth Management, I have over 25 years’ experience of providing a professional, face to face, personal financial planning service to Individuals, Families and Local Businesses - www.sbwealthmanagement.co.uk