About Neil
I am an Investment Manager with Chartered FCSI status working across the Edinburgh and Glasgow offices, advising high-net-worth families, individuals, professionals and business owners on discretionary investment management and broader wealth planning.
I work closely with clients through significant financial and life events including business sales, liquidity events, retirement and succession planning, often alongside accountants, solicitors and financial planners to deliver joined-up, long-term strategies tailored to each client’s objectives.
A particular area of focus for me is helping business owners prepare for and navigate exit events, ensuring personal financial planning, investment strategy and wider structuring considerations are aligned well in advance of a transaction.
Outside of work I’m usually either trying to improve my golf game (still not great), exploring Scotland’s hills, planning my next trip abroad, or spending time with my family and friends.
