Traprain Financial

I am a Chartered Financial Planner with 15 years of experience in law prior to setting up Traprain Financial. I have a different approach to a traditional adviser, inspired by my own experiences with the financial advisers I met throughout that time. I believe that our ‘wealth’ is our loved ones, our health and our lifestyle. I create bespoke financial solutions to protect and plan for these most important aspects of life.

In the year 2022 (and already qualified for 2023) I gained Top Rated status on VouchedFor and was nominated in the Women in Investment Awards for Investment Week. When not working, you will catch me with my two young sons enjoying the wonderful East Lothian beaches and countryside.

Areas of expertise:- • Retirement and pension planning • Investment planning • Inheritance and estate planning • family protection

Traprain Financial is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).