Wealth Management Assistant / Edinburgh

0131 270 7766

Profile photo of Kyle McDonald

As a Senior Financial Planning Assistant, 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 graduated from Edinburgh Napier University where he studied accountancy and corporate finance. Now out of university he is completing his CII exams in financial planning.

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