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  1. Alan Paterson Director

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  2. Andrew Dines Director & Chartered Financial Planner

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  3. Beth Welsh Client Service Support Team Lead

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  4. Claire Marston Financial Planning Associate

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  5. Derek Mitchell Director

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  6. Douglas Martin Director

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  7. Fintan McKenna Client Service Support

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  8. Graeme Allan Chief Executive

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  9. Ian Campbell Director & Chartered Financial Planner

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  10. Jack Swan Technical Lead

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  11. Kerry Holden Financial Planning Associate

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  12. Kirsty Young Financial Planning Associate

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  13. Lisa Tait Financial Planner

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  14. Martyn Paterson Chartered Financial Planner

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  15. Neil Folan Risk and Compliance Manager

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