I am responsible for the day-to-day operational matters within MHA Henderson Loggie Financial Planning. This requires a thorough knowledge of the advice issues that face clients and our team, along with the systems and processes to deliver these services. With over 30 years of experience in the financial services profession, I have worked with many different individuals, business, and locations.
I work closely with the Pension Transfer Specialists within MHA Henderson Loggie Financial Planning and have enjoyed the challenges and opportunities that the changes in legislation have provided over the years. I was instrumental in establishing the auto-enrolment pension team and have spoken to many organisations and professional bodies over the years on this subject. I’m also part of the Paraplanning Powwow network and regularly present at Scottish events.