Courtney Thirlwall

What I do: I support our clients to work toward their financial goals whether that be buying their first home, saving for retirement, or completing a full financial review.

Brief Background: I hold an International Business & Finance Honours Degree after studying in Glasgow and Boston. I completed an internship and worked as a trainee financial adviser in the central belt before returning home to Dumfries in 2021.

Favourite part of my job: Working closely with individuals to get a feel for their goals and objectives in life. I particularly enjoy building and presenting cashflow models to provide clients with a visual timeline of their finances. 

Outside Work: I enjoy eating out and taking holidays to new places. I also love to keep on top of my fitness goals by training and eating well.