My story starts over a decade ago working at St. James's Place and seeing first hand the positive experiences and more importantly peace of mind a client can gain from our face to face meetings.
Since then I have become the Principal of Wyllie Wealth, Scotland. My aim is to deliver tailored financial planning to all of my clients. Each one of them becoming like a family member!
I deal with clients from a whole host of different backgrounds, different roles and jobs, with different stories and different aims. That is what makes this profession so rewarding. My extensive experience with NHS workers, Nurses and Consultants was the base of how the business was formed and it still forms the root of what I do today.
When not walking Nico, or eating Little Moons with Amy and the family, I do enjoy a round a Golf. Although, Nico does try and join, he is also districted by a stick or sometimes if he is lucky... an even bigger stick! Hopefully some of the testimonials can shed a bit of light on what I can do for you and your loved ones, Nico might also bring you a gift (also a stick).
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.