Our Team

Archie Pottinger, Senior Financial Planner

Archie, who is a Diploma member of The Personal Finance Society and The Chartered Institute, has more than 27 years experience with a large national independent advisory firm and a major investment provider, Standard Life. Most recently, Archie was a Director and Financial Planner with EQ Financial Planning Ltd mainly providing a complementary service to clients of EQ Accountants LLP in Dundee and Forfar. Archie has considerable experience of working with private clients successfully to building their wealth. He also has a proven track record of working alongside professional connections and trustees to ensure those clients’ goals are achieved. The main areas of business Archie deals with are Pensions (individual and corporate), Investments, Inheritance Tax Planning and Life Assurance.

archie.pottinger@mchb.co.uk