I have over 30 years experience in financial services having been employed by a major high street bank. Started in Jan 2013 with Positive Solutions. Focus in recent years was on Investments and Inheritance tax planning and also have a wide experience in Protection, Mortgages and Pensions. Qualified to Diploma level I am working towards Chartered status. Firm belief in providing excellent client service whereby clients know they can call, email or text with any queries in relation to their financial matters. Also strong belief that everyone should have access to unbiased, independent financial advice when this is required.
Investments & Inheritance tax planning is the main focus with additional business in Pensions, Mortgages and Protection. Excellent client service which is extremely important to me both in my work and personal life.
30 West Port, Lanark, Lanarkshire, ML11 9HE
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