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About Jack

With nearly a decade of experience in Wealth Management, I joined the company as an Investment Manager in June 2025. I am predominantly responsible for looking after Private Client, Trust, Company, and Charity portfolios, with a specialism in Rural clients.
I hold a First-Class degree in Immunology and Pharmacology from the University of Aberdeen, and I am a Chartered Wealth Manager through the Chartered Institute for Securities & Investment. I also have the Diploma in Investment Advice for Financial Planning and Advice.

Away from the office, I love everything outdoors and live in Kippen, Stirlingshire, with my wife, son, and spaniel, Ronnie.

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