Based in Edinburgh, I provide wealth management advice to clients both within the City, and more widely throughout Scotland.
I have over 20 years’ experience in the financial services profession and am qualified to Chartered Financial Planner level and am also a Fellow of the Personal Finance Society.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able offer a rounded, professional and principled service.
In addition, I also provide specialist financial advice to recipients of personal injury and clinical negligence awards, including their families, and I have worked with a wide range of clients including minors and brain-injured individuals. I pride myself in providing advice tailored to the individual needs of each client, depending on their financial sophistication as well as the nature and severity of their injuries. My goal is to ensure they not only benefit from the best possible financial advice but that they feel informed and in control of their financial future.
Charity is also important to me and I regularly donate through the fantastic St. James's Place Charitable Foundation.
Outside of my business, I am a father of two girls and a son and love to spend as much time as I can with them. I am also a keen golfer and enjoy socialising with friends and family.
Jocelyn is a partner in the business and is responsible for the day to day running of the Practice. She is the first port of call when clients contact us and has taken on the role of maintaining an organised and efficient office with enthusiasm that comes from a strong administrative background as she has worked closely with clients for a number of years. She was previously an office manager for a successful construction company and was responsible for the day to day running of their office.
Outside of work Jocelyn loves spending time with her daughter and is an accomplished amateur golfer who has represented Scotland at international level.