Financial Adviser DipPFS in Edinburgh
I’m a Financial Planner working with Quilter, helping you make informed decisions about your finances and plan for the future you want with clarity.
I provide advice across a range of areas including tax-efficient investing, pensions, protection, and retirement planning. My approach is straightforward – I take the time to understand your situation and what you want to achieve, then build a clear, personalised plan to help you move towards your objectives.
I believe financial advice should be simple and easy to understand, and I aim to help clients take control of their finances and move forward with confidence.
When people think about financial advice, they often think about investments. But financial advice can support a much wider range of decisions, helping you plan confidently for the future and make the most of the opportunities available to you.
New research commissioned by Quilter and conducted by Boring Money found that many people understand how advisers like me can help with investments, but are less aware of the wider support available through professional financial planning.
As an adviser, I may be able to help with:
Financial decisions can feel complex at times, particularly as circumstances, legislation, and markets change.
If we work together, I can help you:
If this sounds good to you, please get in touch.
Tax Planning, Estate Planning & Legacy Planning are not regulated by The Financial Conduct Authority.
Approver Quilter Financial Limited and Quilter Financial Services Limited. August 2026
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Expert advice to help provide comfort in your retirement.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Home contents insurance, buildings insurance.
I hold the CII Diploma in regulated financial planning (DipPFS) and continue to follow a structured programme of professional development, keeping my knowledge up to date and advice aligned with current standards and best practice.
Outside of work, I enjoy keeping active and spending time outdoors. In my previous career I played football professionally and I still play part-time now - although I’m not sure how much longer my body will allow it. I also play golf regularly, but seem to be getting worse somehow, and I enjoy sea swimming too - mainly to numb the pain in my legs after football.
I want to help people navigate the complexity of the financial world and make things easier to understand, so whatever your query - no matter how big or small - feel free to get in touch for a chat.
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.
I'll be there as your financial adviser to give you the support you need.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.
Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 18 June 2026.
