Although I live in Stonehaven, I look after the interests of clients in the North East, Perthshire and as far South as Edinburgh.
Having worked in the Financial Services sector for a total of nearly 30 years, I bring a wealth of experience to the role of Financial Adviser. I provide advice on all areas of financial planning to both individuals and businesses, including pension & retirement planning, investment planning, protection and tax & estate planning. My focus is to establish and maintain long-term relationships with my clients, in the process providing an enduring source of suitable and trustworthy advice as circumstances change.
Qualified to Diploma level, I am currently continuing my professional development by working towards the status of Chartered Financial Planner, which is highly regarded both within the industry and without.
Away from work I am a big sports fan, particularly football, rugby, tennis and golf. It should be noted that at my age viewing takes preference over participation – apart from a weekly attempt at five-a-sides. I also love to travel and have a passing interest in Pinot Noir.
Callum joined my Practice in January 2017 when he returned to Aberdeen with his wife, Sasha, and his young daughter, Clara.
Callum has built up a knowledge of the financial industry and
St. James’s Place by working with our Administration team in Stirling. Callum joined my Practice looking to complete his further qualifications whilst gaining more hands on experience within the industry.
As my Administrator, Callum’s role is working closely with me to assist in all aspects of administrative duties. This will include general client enquiries, client meeting preparation, Investment business processing as well as overseeing the smooth running of the Practice on a daily basis. His organisational skills have helped me further develop my Practice and build strong relationships with new and existing clients.
Callum is currently studying for his first CII examination and hopes to achieve his CII diploma in Financial Advising.