Grant joined the team as a paraplanner in Summer 2022 from another local financial planning firm.
Grant studied Maths and Physics at Dundee University before beginning his career in financial services in 2014. Originally working with cash savings and investments, Grant then progressed to research and analysis of the full investment market including pensions, investments, annuities, inheritance tax and protection.
Originally from Fife in Scotland, Grant followed his partner (now his wife) to the North-East, they recently welcomed their first baby.
As a paraplanner, Grant works closely with the financial advisers, helping them analyse clients’ financial situations and portfolios to ensure the best financial advice is provided.
For the last 7 years, Grant has developed a substantial knowledge and understanding of a number of financial analytical tools including SelectaPension, Voyant, FE Analytics and Iress Exchange.
Financial Service, Regulation and Ethics (R01) March 2023
Investment principles and risk (R02) March 2020
Personal Taxation (R03) January 2023
Pensions and retirement planning (R04) July 2019
Financial protection (R05) January 2020
Financial Planning Practice (R06) January 2023
Grant achieved the Diploma in Regulated Financial Planning in March 2023 and is now working towards Chartered status.