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I graduated from Oxford Brookes University with a diploma in Business Studies in 1989 and moved to London to start my working life as a wine merchant for Bibendum Fine Wine. After a short but enjoyable time, I moved to the City the following year to start my financial career at James Capel and Co (latterly HSBC). I worked there for 12 years, managing private client portfolios, personal pension plans, trusts and charities, and eventually becoming Director. In 2002, I moved to become a Director of Rathbones, initially in the West End, before transferring to Edinburgh in 2007 to help develop its presence in Scotland. In 2014 I joined Psigma Investment Management to found its Edinburgh office, and achieved a top five position in the Citywire Regional Stars award for Scotland and Northern Ireland in 2019. Later in the same year I helped to merge the business with Punter Southall Financial Planning to create Punter Southall Wealth. In 2022, I joined the company as part of the acquisition of Punter Southall Wealth and is a Chartered Fellow of the CISI.