Aberdeen 01224 578250 |Edinburgh 0131 221 6730 |Fife 01592 205605 |Huntly 01466 799830 |Perth 01738 450410 |Galashiels 01896 757 734

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.


Ross Smith

Ross Smith

Chairman

Edinburgh: 0131 221 6730

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Kevin Will

Kevin Will Dip PFS

Director and Independent Financial Adviser

Aberdeen: 01224 578250

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Richard Fletcher

Richard Fletcher

Director and Chartered Financial Planner

Edinburgh: 0131 221 6730

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Alan Hardie

Alan Hardie BSc (Hons) FPFS

Director and Chartered Financial Planner

Fife: 01592 205605

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Andy Kerr

Andy Kerr

Managing Director

Edinburgh: 0131 221 6730

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Gail Middleton

Gail Middleton

Finance Manager

Aberdeen: 01224 578250

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Judith Reid

Judith Reid Cert PFS

Sales Support Manager

Aberdeen: 01224 578250

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Sarah Shearer

Sarah Shearer

Assistant Sales Support Manager

Aberdeen: 01224 578250

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Douglas Baillie

Douglas Baillie

Tax Planning and Wealth Manager

Perth: 01738 450410

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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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Paul McCabe

Paul McCabe (APFS)

Chartered Financial Planner

Edinburgh: 0131 221 6730

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Greg Spence

Greg Spence Dip PFS

Independent Financial Adviser

Aberdeen: 01224 578250

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Mike Blaney

Mike Blaney

Independent Financial Adviser

Aberdeen: 01224 578250

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Stuart Hay

Stuart Hay Dip PFS

Independent Financial Adviser

Aberdeen: 01224 578250

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Andrew Priest

Andrew Priest Dip FA (MIFS)

Independent Financial Adviser

Huntly: 01466 799830

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Fraser Brydon

Fraser Brydon Dip PFS

Independent Financial Adviser

Galashiels: 01896 757 734

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Martin Connolly

Martin Connolly

Senior Financial Planner

Perth: 01738 450410

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