Edinburgh, United Kingdom
Partner, Wealthflow LLP / Chairman, DMW Asset Management Ltd
Financial Services
Education
CII
Chartered Financial Planner, Financial Planning & Investment Management
IFP
Certified Financial Planner (CFP), Financial Planning
PFS
Fellow Personal Finance Society, Financial Planning and Services
Experience
Wealthflow LLP (Chartered Financial Planners) July 2004 - Present
DMW Asset Management Limited January 2015 - July 2015
Turcan Connell July 2002 - July 2004
Ernst & Young January 1999 - July 2002
Mercer Investment Consulting April 1997 - January 1999
M&G April 1995 - April 1997
Eagle Star Life & Pensions, Eagle Star International January 1990 - May 1995
Skills
SIPP, Retirement Planning, Tax, Retirement, Wealth Accumulation, Portfolio Management, Wealth Management..., Saving for Education, Private Banking, Income Protection, Investment Strategies, Retirement Benefits, Coaching, Estate Planning, Paraplanning, Asset Management, Certified Financial..., Critical Illness, Investments, Mutual Funds, Investment Management, Personal Pensions, Pensions, Holistic Financial..., Savings, Unit Trusts, Trusts, Investment Advisory, Protection..., Asset Allocation, Inheritance Tax Planning, Personal Finance, High Net Worth..., Financial Planning, Independent Financial..., Personal Financial..., Financial Services, Financial Advisory, Financial Planners, Equity Release, Offshore Investments, Asset Managment, Strategic Financial..., Retirement Savings, Wealth Management