Bespoke, friendly financial advice throughout Scotland from bases in Glasgow and Falkirk. I am a Chartered Member of the Chartered Institute for Securities & Investment (CISI) with all the skills, tools, knowledge, and experience to take your finances to the next level and beyond.

• Bespoke financial advice and planning for business owners and company directors
• Highly rated by existing clients
• Retirement, investment, financial protection, trusts and estate planning
• Dedicated and personal service and advice
• Cashflow modelling services to help visualise your financial future and build your financial plan
• Chartered Member of the CISI
• Small, nimble and local, and as a Partner Practice of St. James's Place, backed by one of the UK's largest wealth management companies and one of the longest standing networks of financial advisers.

Trusts are not regulated by the Financial Conduct Authority.