I am responsible for the day-to-day operational matters within 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 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 am a keen supporter of the Paraplanner Assembly and a member of the Initiative for Financial Wellbeing.
Outside work you are likely to find me either sitting in a quiet corner reading, outside watching the wildlife and enjoying the best of Scottish weather, or catching up with friends and family.