Aberdeen 01224 578250 |Edinburgh 0330 1079927 |Fife 0330 1079927 |Perth 01738 718870 |Borders 01896 757 734 |Surrey 0330 1079927

Team

We are extremely proud of all our staff and regard them as among the finest in the business. Our success is founded entirely on their enthusiasm, commitment and willingness to go the extra mile to reach the right outcome for our clients.


Andy Kerr

Andy Kerr

Managing Director

Edinburgh: 0330 1079927

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Gail Middleton

Gail Middleton

Finance Manager

Aberdeen: 01224 578250

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Fraser Brydon

Fraser Brydon Dip PFS

Business Consultant

Borders: 01896 757 734

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Richard Allison

Richard Allison

Group Non Executive Director

Edinburgh: 0330 1079927

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Kevin Will

Kevin Will Dip PFS

Independent Financial Adviser

Aberdeen: 01224 578250

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Richard Fletcher

Richard Fletcher

Director and Chartered Financial Planner

Edinburgh: 0330 1079927

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Douglas Baillie

Douglas Baillie

Tax Planning and Wealth Manager

Perth: 01738 718870

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Alan Hardie

Alan Hardie BSc (Hons) FPFS

Director and Chartered Financial Planner

Fife: 0330 1079927

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Archie Pottinger

Archie Pottinger Dip PFS

Senior Financial Planner

Aberdeen: 01224 578250

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Pam Cradock

Pam Cradock Dip PFS

Independent Financial Adviser

Aberdeen: 01224 578250

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Greg Spence

Greg Spence Dip PFS

Independent Financial Adviser

Aberdeen: 01224 578250

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Andrew Priest

Andrew Priest Dip FA (MIFS)

Independent Financial Adviser

Aberdeen: 01224 578250

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Martin Connolly

Martin Connolly

Business Consultant

Edinburgh: 0330 1079927

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Stuart Johnson

Stuart Johnson

Senior Independent Financial Adviser & Head of Office

Borders: 01896 757 734

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Iain Bryson

Iain Bryson

Chartered Financial Planner

Edinburgh: 0330 1079927Surrey: 0330 1079927

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Douglas Millar

Douglas Millar

Senior Financial Planner

Edinburgh: 0330 1079927

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Craig Chapman

Craig Chapman CFP™ Chartered MCSI

Chartered Wealth Manager

Aberdeen: 01224 578250Surrey: 0330 1079927

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Keith Drysdale

Keith Drysdale Dip PFS

Senior Financial Planner

Borders: 01896 757 734

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Jonathan Craig FPFS

Jonathan Craig FPFS

Financial Planning Director

Aberdeen: 01224 578250

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Mike Jeffrey

Independent Financial Adviser

Edinburgh: 0330 1079927

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