With over 30 years’ experience in the financial services industry, I understand the importance of delivering excellent service, communicating clearly and building meaningful relationships with my clients. I have 2 boys who are young men now at 26 and 23 and over the years our journey has taken many different paths. None of us know what obstacles or events life is going to present, and so, when som
ething unexpected happens, throwing financial plans off course, I am there for my clients to help them find a solution. I take great pride in providing a highly personalised, discreet and confidential level of service; offering financial advice that will help my clients achieve their needs and objectives, now and for their future. Based in Inverness, I provide financial planning advice to clients throughout the Highlands, Skye and beyond. I hold Level 4 Financial Planning Diploma (DipPFS); Chartered Banker Diploma (MCBI) and I’m a member of the Chartered Insurance Institute. Away from work, I love keeping fit and 6am circuits set me up nicely for the day ahead!
