As a Chartered Financial Planner and Fellow of the Personal Finance Society, I can provide advice on all areas of financial planning for individuals, companies and Trustees.
I am highly experienced in pension planning and Inheritance Tax planning, later life planning and advising Trustees and Charities on investment portfolios.
I have recently relocated back to rural Highland Perthshire with my family, after 2 decades of working in senior roles in financial services and investment management. I undertake regular Continuous Professional Development (CPD) to ensure my knowledge remains up to date and relevant in a fast-changing world.
My wife, Jennifer and I live in rural Perthshire and have two children, Eleanor and Henry. Outside of work, I enjoy the great outdoors of Scotland – I enjoy photography, walking my dogs, hillwalking, sailing and fly-fishing.
Jennie has spent over two decades involved in Anti-Money Laundering, Risk Analysis and Financial Crime Investigation roles. She has been a subject matter expert providing support, advice and guidance to retail banks and the industry on transactional fraud prevention and detection. She has expert technical skills and extensive experience in risk management and meeting regulatory obligations. She is now a full time (non-advising) Director in Macintyre Wealth Management Ltd, with responsibility for running our first-class systems and processes to enable us to deliver an efficient and compliant Client Service.
Jennie enjoys spending time with their two young children, baking and reading a good book when time allows.
Roxane, having worked as a teacher in London and New Zealand, returned to London in 1990 and joined the British Olympic Association as assistant to the Public Affairs Director. In 1993, she joined Athole Still International Management as Account Director to some of Great Britain’s leading sports celebrities.
Roxane also worked as office and artist administrator for Athole Still Opera Ltd, which managed leading international opera singers, conductors and stage directors. In this role she was responsible for facilitating international work permits and tax clearances and dealing with international promoters. Roxane joined Macintyre Wealth Management in June 2019 as Client Support Assistant.
In July 2018, Roxane returned to Scotland, the country of her birth, and enjoys spending time with her daughter, cooking, reading, Yoga and Pilates and the beautiful Scottish countryside.
As a Member of the St. James's Place Partnership, I have access to a number of key individuals within the St. James's Place Wealth Management Group, including those on this page, who play an important role in providing support to my business. These can be seen on our Business Support page.