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.
Changes announced in the Autumn Budget could have an impact on your finances, both now and in the years ahead.
Our guide explains the key announcements and provides a useful overview of the changes you may want to consider as part of your financial planning.
For help understanding how the Autumn Budget could impact you, get in touch with me today.
Money doesn’t make decisions on its own. Left sitting in cash, it quietly loses value. That’s why money needs a plan. It’s not about being wealthy or knowing all the answers – it’s about giving your money direction. And in the UK, many people miss out simply because they don’t take that first step.
Approver Quilter Financial Services Limited. October 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.
