What’s your role? Chartered Financial Planner - my role is to develop a financial strategy for each of my clients, making their wealth work for them, relieving their concerns, and giving them the confidence and peace of mind to focus on the things that they find most important, such as their family and enjoying retirement.
What do you like best about working at AAB Wealth? It is refreshing to work within such a forward-looking and flexible firm, as it provides for a great work/life balance for me and my family. And with such a close and well-managed team in the background, I am able to focus on building strong relationships with my clients.
What's your favourite destination? For me, it has got to be Rome. With the architecture and rich history to study by day, and great restaurants and bars for the evenings, you have the ingredients for a fantastic city break.
What’s on your bucket list? In later years, when our daughters are secure and independent, my wife and I would love to spend some of the Scottish winters in other countries, such as Australia, Japan, Italy and France. I think I would always want to return to my home town of Edinburgh though.