What was your first job after leaving school/further education?

Trainee sales support

When did you start your business & what prompted you to do it?

MBO opportunity to take an established great business and to build on it.

What did you find most challenging at the beginning?

Mindset and pivoting to leadership role. Leaving behind the day to day stuff.

Time management. Im only on month 4, so still starting!

Who did you ask for advice & why did you choose them?

RBS Entrepreneur programme, WeDO to address and be around other business leaders to adapt thinking. Also very interested in securing some mentors and looking an operational review programme via Standards International.

How did you fund your business?

MBO from existing business which I had helped secure and build over 8 years working in a team within the firm as a Chartered Financial Planner and director.

What would you do differently now looking back?

Ask me in a year or two!! 

What or who has helped you to grow your business the most?

Good relationships with our clients and a good job done for them. Most of work comes by referral which secures future investment into the service we offer which we are always trying to improve and our team which drives everything.  

What have been the biggest challenges you’ve faced?

People management, time management. Doing too much!

What are the future plans for your business?

Develop our profile as a niche in our sector based on a low volume high service model which is really unique. Grow our business to a waitlist approach rather than a huge corporation.

What advice would you give to anyone wanting to set up their own business?

Just do it  you only regret the things you dont do!

Get good people around you and be accountable!

Tell us something about you that isn’t commonly known.

I am a cheese addict. If there is red wine with it all the better!

And finally, why did you join WeDO?

To broaden my horizons and challenge how I think outside of my comfort zone.


Headquartered in Glasgow with meeting rooms in London, our approach to wealth planning goes deeper than to look at your finances from an individual ‘product’ point of view.  We understand that your lifestyle is precious to you, you’ve worked hard, made wise decisions and been very successful. We want to help you continue to achieve those ambitions through your wealth.

Utilitising Thrive WP enables us to help you achieve everything you’re striving for. It enables us to look at what really matters to you, what your ambitions are for you and your family. Whether you’re planning for the future, reassessing your finances, or approaching retirement.

Through a series of discussions and questioning techniques, we’ll find out what your current situation is, what your long-term desires are, and find out what’s holding you back.

We’ll then create your very own Lifestyle Plan, which will give you a detailed investment strategy showing you how your wealth will help you achieve your truly extraordinary life. Not just something that’s ‘good’ but something far greater.

For us it’s a true privilege to help our clients make their ambitions happen, and to see the difference we can make to their lives.

To find out more about membership of WeDO Scotland, click HERE.