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.
Richard Allison
Group Non Executive Director
Edinburgh: 0330 1079927
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Kevin Will Dip PFS
Independent Financial Adviser
Aberdeen: 01224 578250
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Richard Fletcher
Director and Chartered Financial Planner
Edinburgh: 0330 1079927
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Douglas Baillie
Tax Planning and Wealth Manager
Perth: 01738 718870
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Alan Hardie BSc (Hons) FPFS
Director and Chartered Financial Planner
Fife: 0330 1079927
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Archie Pottinger Dip PFS
Senior Financial Planner
Aberdeen: 01224 578250
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Pam Cradock Dip PFS
Independent Financial Adviser
Aberdeen: 01224 578250
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Greg Spence Dip PFS
Independent Financial Adviser
Aberdeen: 01224 578250
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Andrew Priest Dip FA (MIFS)
Independent Financial Adviser
Aberdeen: 01224 578250
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Stuart Johnson
Senior Independent Financial Adviser & Head of Office
Borders: 01896 757 734
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Iain Bryson
Chartered Financial Planner
Edinburgh: 0330 1079927Surrey: 0330 1079927
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Craig Chapman CFP™ Chartered MCSI
Chartered Wealth Manager
Aberdeen: 01224 578250Surrey: 0330 1079927
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Keith Drysdale Dip PFS
Senior Financial Planner
Borders: 01896 757 734
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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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