Angus joined the firm in 2018, previously working for Nutmeg, Pictet Asset Management and North Sea Asset Management.
Angus specialises in working with individuals and families to understand their current financial position and lifetime goals before developing tailored long-term strategic financial plans alongside investment mandates to help achieve these.
His expertise includes lifetime cashflow planning, tax-efficient investing, planning for future education fees, financial protection, retirement planning and succession planning.
He holds the Diploma in Regulated Financial Planning (DipPFS), Investment Management Certificate (IMC), and Investment Advice Diploma (ACSI).
Mayfair branch
46 Grosvenor Street
Mayfair
London
W1K 3HN
Nearest Tube: Bond Street
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