Since beginning my career in financial services in 2007, I have held roles in personal banking, stockbroking, and latterly in financial planning. I joined the Campbell Thomson Investment Team in 2019.
My role is fairly varied and involves reviewing our clients’ portfolios, ensuring underlying investments remain consistent with their objectives and attitude to risk.
I carry out ongoing research and analysis of existing investment propositions, as well as exploring potential new fund ranges and investment vehicles which can aid tax planning.
I am currently progressing toward a Diploma in Regulated Financial Planning with the Chartered Insurance Institute, having attained R01, R02, R03, R04 and R05.
When not in the office, I enjoy playing football, attending music events, and exploring the great outdoors with my wife and our dog.