Wealth Management Assistant / Edinburgh

0131 270 7766

Profile photo of Kyle McDonald

Kyle works closely with the paraplanning team and wealth managers within the financial planning side of Anderson Strathern Asset Management. Some responsibilities in this role are organising documents for meetings with clients, liasing with providers of financial products and the preparation and sending out clients reviews.

Kyle has recently graduated from university where he studied accountancy and corporate finance at Edinburgh Napier University. Now out of university he is beginning to start the CII exams in financial planning and hopes to sit some in the near future.

In his personal time, Kyle enjoys watching and playing football, taking his dog on scenic walks and socialising with his friends.