Financial Adviser DipPFS in Lanark
I am a financial planner, passionate about helping people make confident, well informed decisions about their financial future. Originally from Scotland, I bring an international perspective from experience in commodity trading, trade finance and banking across the UK, Europe and Asia. With more than a decade in financial services, I understand the importance of clear communication, practical planning and personalised advice. I focus on supporting individuals and families with financial planning that reflects their values and changing circumstances, building trusted, long term relationships that help clients feel informed, supported and in control of their financial journey.
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.
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.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Home contents insurance, buildings insurance.
Lanark
South Lanarkshire
United Kingdom
I also service Edinburgh, Glasgow, North Lanarkshire, Lothian.
I live in Lanark with my partner, Colin. When I’m not working with clients, we are often found on the golf course, walking Albie our dog, or trying to keep up with our young grandchildren and nephews.
I’ve always loved to travel and have backpacked through Australia, New Zealand, South East Asia and South America, as well as lived and worked in Geneva, Mumbai and London. These experiences have given me a broad perspective on life, the value of money, and a genuine appreciation for connecting with people from all walks of life.
I’m also learning to crochet — still very much a work in progress — but I enjoy the challenge of creating something one stitch at a time. Much like crochet, effective financial planning is a gradual, rewarding journey where each thoughtful step helps my clients and I build something lasting and meaningful together.
What drives me is helping people feel more confident and in control of their finances. I know the work I do makes a real, positive difference in their lives. I work flexibly and am always happy to meet clients however suits them best, whether online or in person and look forward to meeting with you.
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 04 February 2026.
