experience
Having joined Campbell Thomson in 1994 as a Financial Advisor I have been working with our clients ever since and was appointed as a Director in 1999.
I have continued to support the clients and staff in my daily roles of Financial Planner, Compliance Officer and “Boss”!
Holding the Diploma in Financial Planning and many other qualifications including Long Term Care (CF8).
I aim to always deliver a professional and personal and efficient service. Ensuring clients have adequate time to discuss and consider our advice is an essential part of our proposition.
Particular interest and expertise in investment, retirement planning and long-term care planning.
personal interests
I have many interests outside of the business including firstly enjoying time with my family, holidays and I am also a keen golfer and skier.