I have been in the financial services industry in various capacities for over 30 years. As well as being able to arrange insurance protection for clients, I am a qualified estate planner having trained in the environment of a legal firm. This helps greatly in rounding off clients’ protection needs by being able to provide a Will, Power of Attorney or a Trust. I can also deal with older members of the family who perhaps do not need insurance protection but need to ensure other aspects of their planning have been looked after.
My experience in retail banking has helped me immensely in my current role as the biggest part of my job is talking to my clients and understanding their needs.
I like to travel, I have visited sixty four different countries, some of them twice, many states in America and have lived in the Middle East and the Caribbean therefore have learnt a great deal about different cultures, religions and ways of life in general which helps when I am in conversations with people I may not have met before.
I Enjoy a very sociable life and love getting together with friends and meeting new people.
I can see clients in the Glasgow office, at my home in Ayr or happy to travel to see clients in their own homes, I am also easily contacted by mobile phone.
I can help my clients through their ‘circle of financial life’. I offer a full financial service for their mortgage and insurance / protection needs after which I can forward them on to a colleague to deal with investments and pensions, therefore giving the client the confidence that the whole of their financial needs are dealt with professionally by a very capable team.