I hold a Diploma in Financial Planning and am passionate about helping clients navigate the world of finance.
Before launching my own business in 2021 - a personal milestone, I worked as a golf professional in East Lothian, where I learned the value of genuine, day-to-day connections. By combining my love of helping others with my in-depth knowledge of financial planning, I strive to empower individuals and families to build a secure financial future.
I launched my business in August 2021 to combine my passion for finance with my love of helping people. Having worked as an analyst since 2016, I realised I missed the day-to-day interactions I used to enjoy as a golf professional. This insight led me to create a service focused on personal connections, offering guidance that’s tailored to each individual’s unique situation and goals.
I primarily work with individuals and families who value clear, honest advice to help them feel more confident about their financial futures. My aim is to continue expanding my services while preserving the personal, one-on-one support that defines my approach. I believe in building long-term relationships, staying informed about industry changes, and helping my clients plan for a more secure and fulfilling tomorrow.
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.