Professional financial advice from your local expert
Providing financial advice to clients in Livingston and across West Lothian.
Welcome
I am an independent financial adviser (IFA) based in Livingston, and I work with clients throughout Scotland. I help my clients make informed decisions about their finances. Whether you are approaching retirement, looking to review existing arrangements, or set up a new plan – I can help.
I am a Chartered Financial Planner, which is widely regarded as the gold standard for advisers in the UK and have worked with hundreds of clients to help them achieve their goals. If you are looking for financial advice, or a conversation to see if it would benefit you, then please get in touch.
Advice provided on:
Accessing PensionsTurning your pension savings into an income that lasts, as tax-efficiently as possible.Find out more →
Reviewing PensionsA clear view of what you have, what it's costing you and whether it's still right for you.Find out more →
Savings & InvestmentsMaking your money work harder, with a plan built around your goals and attitude to risk.Find out more →The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested.
HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.
More About Me
- I graduated from University with an Honours Degree in Business Studies in 2008 and have over 15 years’ experience in financial services. I have previously held roles with Aviva, Prudential, and Openwork.
- I have attained the Advanced Diploma in Financial Planning, achieving Chartered status, and am a Fellow of the Personal Finance Society, its highest membership grade.
- In achieving the Advanced Diploma in Financial Planning, I was awarded the Turris Partnership Quaich by the Insurance and Actuarial Society of Glasgow for obtaining the best result of members who sat the exams that year.
- I am based in Livingston and provide independent financial advice to clients throughout West Lothian. I can provide advice on most areas but I specialise in pensions and investments.
- I am approved by the Financial Conduct Authority and listed on the Financial Services Register under individual reference SMG01165. I advise through Select Wealth, which is authorised and regulated by the FCA (firm reference 812813). You can check both at register.fca.org.uk.
- If you think I can help, or would like to discuss further, then please get in touch. The initial consultation is at my cost with no obligation to proceed any further.
Please note: My services are designed for clients with £250,000+ in investable assets
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