Senior Partner Practice of St. James's Place Wealth Management
I have worked in the financial services sector for over 19 years, after completing my Honours Degree in Financial Services at Glasgow Caledonian University. During this time, I have advised in all aspects of financial planning advice, from advising sole traders and limited companies and all areas of personal wealth management.
I am very proud to have graduated through the Chartered Insurance Institute being awarded the title Chartered Financial Planner by the Chartered Insurance Institute (CII).
Chartered Status is the profession's gold standard for financial planners. It confirms that every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a bachelor's degree.
I also very proud to have completed a Masters Degree with Merit in Wealth Management, through Loughborough University at the end of 2018.
Mark and I are both extremely passionate about providing quality advice and service to our clients and are very proud that we can now offer this service through being Chartered Financial Planners at Blythswood Associates Ltd, a Senior Partner Practice of St. James's Place Wealth Management.
Away from the office I am a keen golfer, however I am also fortunate enough to be married with three young boys, who tend to keep me busy when I have any spare time.
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.
Blythswood Associates Ltd is registered in England and Wales, Number SC449929. Registered Office: 223 West George Street, Glasgow, G2 2ND.