From their Edinburgh base, Keith provides wealth management advice to individual and business clients both within the City, and more widely throughout Scotland and England.
With over 15 years’ experience in Financial Services Keith has worked at some of the UK’s leading Financial Service providers such as Standard Life and Nationwide. Most recently working as a self-employed wealth adviser as part of Lighthouse Financial Advice.
Keith’s focus has been on developing his specialist knowledge in retirement strategies and retirement planning. He provides all his clients with a proactive approach to ensure his clients are in the best position when opportunities arise in changes in circumstances, markets and legislation.
Outside of his business, Keith is a keen footballer and has just finished playing part-time semi - professional. He is married with two young children and tries to play golf when time permits.
Prior to joining Strategic Wealth Solutions, Craig spent 15 years as a professional footballer, with a career which took him across England, Scotland and Sweden. During this time he built up an extensive network of connections and relationships. Craig joined St. James's Place Wealth Management in December 2017.
Based in Edinburgh, Craig brings his own degree of professionalism and work ethic to the team as well as his strong social skills and building strong client relationships collected from his previous career.
Anthony provides dedicated paraplanning support for Strategic Wealth Solutions specialising in retirement planning, tax planning and protection.
Utilising his experience gained during his Financial Services career spanning over 20 years he supports the team in providing recommendations with the aim for clients fulfil their life goals. He is passionate in providing the right solution for each client through thorough analysis of client situations and researching bespoke solutions. Anthony is also responsible for supporting the team on the documentation process for clients.
Outside of work, Anthony’s interests are Football, Manchester City, Music, Gigs, reading, movies, family time.
Elaine is responsible for supporting the team with the onboarding of all new clients together with delivering the ongoing client servicing programme.
Elaine is passionate about customer service and ensures all clients receive the level of service and bespoke support expected when working with Strategic Wealth Solutions.
Elaine’s interests outside of work are going to the gym, going for walks, music, theatre, gardening, & travelling.
Jennifer’s extensive career in Sales and Business Development ensures she is well placed to provide our clients with excellent customer service as well as marketing support. Enabling the business to develop its client proposition and servicing programme.
Outside of work Jennifer enjoys spending time with her small children Eva and Rory, going to the gym and travelling.