I work as a Senior Planner in the Scottish Regional Office of
1825 Financial Planning. My role involves supporting a number of
individual and corporate clients with their future plans and the
organisation of their finances. Having the opportunity to work with
clients and colleagues from many different backgrounds and a range
of businesses throughout the country means my day to day job has
plenty of variety.
After studying at Glasgow Caledonian University, where I
achieved a first class BA (Hons) degree in Finance, Investment and
Risk, I started working with the Munro Partnership Ltd via their
Graduate Programme before being appointed as a financial planner in
2011. Since I won the IFSD Student Award in 2010, Munro Partnership
Ltd was acquired by 1825 (the financial planning arm of Standard
Life) where I became a senior planner and have been involved
in a number of different areas of development.
The acquisition has been a very interesting process and we have
much greater capacity to support our clients with a range of
financial services, including specialist advice on tax planning and
trusts.
In my career to date, I was very proud to become a Fellow of the
Personal Finance Society when I was 25, having completed my
Advanced Financial Planning Certificate. In terms of my day to day
job, my main sense of achievement has been supporting clients
through a number of challenging times where the process followed
really made a difference to their finances and their lives. Working
with clients through the good times, and the bad times, means that
I meet people at different stages in their lives and have an
opportunity to make a meaningful contribution to help them achieve
their goals.
I'm based in West George Street and find Glasgow a great city to
work in. My favourite things about having an office in the city is
the shared enthusiasm from companies to provide great services and
the range of venues that are available for both business and social
events….plus the vast choice of restaurants for eating!
Discover more about 1825 Financial Planning via their website.
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