Edinburgh, United Kingdom
Director at INNOVATEFS
Investment Management
Education
Royal High/George Heriots 1975 — 1986
Yes, Advanced Financial Advice
Experience
Innovate Financial Services June 2013 - Present
KGL Independent June 2009 - August 2011
McKenzie Arthur April 2004 - May 2009
AXA Assurance July 2002 - April 2004
Legal & General June 1986 - June 2002
Skills
Sales Management, Corporate Finance, Protection, Mortgage, Critical Illness, Financial Advisory, Pensions, Succession Planning, Retirement, Retirement Income..., New Business Development, Long Term Care, Asset Allocation, Insurance, Equity Release, Wealth Preservation, Portfolio Management, Strategic Financial..., Investments, Retirement Planning, Funding, Wealth Management, Income Protection, Equities, Business Planning, Savings, General Insurance, Financial Advice, Alternative Investments, Investment Advisory, Estate Planning, Wealth, Investment Strategies, Financial Planning, Employee Benefits, Wills, Annuities, Asset Management, Risk Management, Term Life Insurance, Coaching, Business Strategy, Insurance Planning, High Net Worth..., Bonds, SIPP, Compliance, Inheritance Tax Planning, Tax, Trusts