Aberdeen 01224 578250 |Edinburgh 0330 1079927 |Perth 01738 718870

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

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Richard Allison

Richard Allison

Group Non Executive Director

Edinburgh: 0330 1079927

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Niall Sharry FPFS

Niall Sharry FPFS

Chartered Financial Planner

Aberdeen: 01224 578250

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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

Edinburgh: 0330 1079927

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Archie Pottinger

Archie Pottinger

Business Consultant

Aberdeen: 01224 578250

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Pam Cradock

Pam Cradock 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

Edinburgh: 0330 1079927

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Iain Bryson

Iain Bryson

Chartered Financial Planner

Edinburgh: 0330 1079927

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Douglas Millar

Douglas Millar

Senior Financial Planner

Edinburgh: 0330 1079927

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Jonathan Craig FPFS

Jonathan Craig FPFS

Director and Chartered Financial Planner

Aberdeen: 01224 578250

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Mike Jeffrey

Mike Jeffrey

Independent Financial Adviser

Edinburgh: 0330 1079927

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David Wishart

David Wishart

Senior Financial Planner

Aberdeen: 01224 578250

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Sharon Adan FPFS

Sharon Adan FPFS

Chartered Financial Planner

Aberdeen: 01224 578250

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Greig Fowlis

Greig Fowlis Dip PFS

Financial Planner

Perth: 01738 718870

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Grant Morrice

Grant Morrice

Financial Planner

Perth: 01738 718870

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