Maggie has worked in financial services since 1990, and is an experienced and professionally qualified financial planner working in both the personal and corporate arenas. Her specialisms include advice in retirement, company directors, business owners, and private clients.
Maggie became of partner of St. James’s Place following a highly successful career working for Bank of Scotland, and joined us in January 2023 following the acquisition of her Partner Practice. She made the decision to join Circle Wealth Partners in order to benefit from an enhanced infrastructure that provides her with more time to spend advising clients.