get to know Siobhan
Since graduating from Glasgow Caledonian University with an Honours degree in finance, investment and risk, Siobhan worked within an investment bank as an analyst, before pursuing her career as a financial planner. She reached Chartered status in December 2018, which has been her biggest personal achievement.
Siobhan helps clients to achieve their financial goals. Every day is different. A lot of her time is spent advising clients who are in various stages of their financial journey, particularly those nearing or already at retirement.
Why choose a Chartered financial planner?
We’re recognised as one of the UK's leading firms of financial planners. Being Chartered is the “gold standard” of financial planning. We’re incredibly proud of our status and the service we deliver to our clients.
Siobhan outside of work
During evenings and weekends, Siobhan enjoys socialising with family and friends, as well as eating out at local restaurants. A lot of her time is spent exploring the best walks Scotland has to offer with her dog, Luna.