My goal with every client relationship is simple: clarity you can trust, and a plan built for the long term. Many of the people I work with — business owners, senior professionals, and families with more complex financial affairs - need more than straightforward advice, which is where my legal background adds real value, from investment and tax planning through to succession and legacy.
As a Northern Irishman now based in the greater Edinburgh area, I primarily work with clients across Northern Ireland and the East coast of Scotland.
I'm passionate about helping clients feel confident and in control of their financial future, especially as wealth and circumstances become more complex. I take a calm, considered approach - personalised, discreet, with regular reviews - helping clients protect and grow what they've built, and plan for how it's passed on to the next generation.
As a former Army Officer, I'm also proud to support the Armed Forces community, past and present, in helping achieve lasting financial security.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.