I am an independent financial adviser in Coldstream working with clients throughout the Scottish Borders and also nationally. I have spent over 10 years building a reputation for trustworthy financial advice in the Scottish Borders and beyond.
I specialise in Pensions, Investments, Protection and Inheritance Tax Planning. I also assist clients in the area of retirement planning, encompassing everything from starting saving for your future early, helping your savings grow tax efficiently, assisting you to exit your workplace/business smoothly and then sustaining your income throughout retirement; and eventually helping you pass your estate to your loved ones.
Of particular pride is the work I undertake to improve the Scottish Borders business community. I am a Director of Scottish Borders Chamber of Commerce, a founding member of Scottish Borders Young Professionals and a Coldstream Community Councillor. I also take the time to teach classes to students in Scottish Borders high schools about personal financial planning as I firmly believe in the importance of instilling healthy financial awareness at a young age.
I was delighted to receive the Unbiased Financial Adviser of the Year award in 2020 then followed this by being awarded The Women In Financial Advice Award- Financial Adviser of the year (Scotland and NI) 2021. I am incredibly grateful to my clients and peers who nominated me and I appreciate the recognition of a job well done through a couple of very challenging years.
If you would like to discuss your personal financial goals and objectives, please get in touch. Your initial meeting is completely free of charge.