Angus has been working in financial services since the late 1990s and co-founded Bridge Investments (now Transform!) with Shadi in 2009.
Angus is a Registered Life Planner, one of only around 100 in the UK. Life planning takes a different approach to traditional IFA work, focusing on the client rather than the product. As part of this role, he enjoys building long-term relationships with clients, specialising in working with those who are “lost” in their financial situation and taking them on a journey.
Angus lives in Edinburgh, having originally moved there to study agriculture (he often says he came to the east coast on missionary work!) He is a father who spends much of his time moonlighting as a taxi driver, but when he does have some spare time he enjoys outdoor pursuits and is a keen chef and enjoys entertaining friends at home.
An interesting fact about me
“In 2018 I took part in a yacht race across the South Atlantic, from Uruguay to Cape Town, South Africa.”