About Me
With nearly a decade of experience across Scotland and Switzerland in the finance and wealth management industry, I specialise in helping expats - particularly British and Australian executives - gain clarity and confidence in their financial planning while building lasting wealth.
My Background
Over the past 10 years, I have gained:
Experience
Over the years, I have worked with clients across the globe, guiding them through complex financial decisions to secure their long-term financial future. I have held key roles at Lloyds Bank, the Bank of Scotland, and Alliance Trust, where I developed extensive expertise in banking, investment management, and wealth planning. These experiences have provided me with a deep understanding of financial markets and the diverse needs of international clients.
Qualifications
Shortly after leaving school, I began my career with an apprenticeship in Financial Services at Lloyds Bank, gaining hands-on experience in banking and client management. I then completed the CISI Level 3 Certificate in Wealth and Investment Management, building a strong foundation in portfolio management and financial planning. Now, I am working towards Chartered status, with my Investment Advice Diploma (IAD) already two-thirds complete, demonstrating my commitment to continuous learning and staying ahead in an evolving financial landscape.
Awards
Throughout my career, I have been honoured with multiple awards recognising my dedication to client success and excellence in financial advisory services. At the 2024 Investment International Awards, I was proud to be part of Skybound Wealth Management when we were awarded Company of the Year – Reader’s Choice. Additionally, Skybound Wealth has consistently received accolades for Excellence in Client Services across multiple regions, including the Middle East and the Rest of the World. These achievements reflect our unwavering commitment to providing exceptional service and tailored financial solutions to our clients worldwide.
A Personalised Approach to Financial Planning
Every client’s financial journey is unique, and I believe in providing tailored, transparent, and strategic advice that aligns with your individual goals. Whether you’re consolidating pensions, investing for the future, or structuring your wealth tax-efficiently, my focus is on delivering clear, actionable solutions. With a strong background in cross-border financial planning, I help expats in Switzerland navigate complex financial landscapes with confidence and peace of mind.