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  1. Alan Paterson Director

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  2. Alastair Moore Chartered Financial Planner

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  3. Andrew Dines Director & Chartered Financial Planner

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  4. Beth Welsh Client Service Support Team Lead

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  5. Claire Marston Financial Planning Associate

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  6. Derek Mitchell Director

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  7. Douglas Martin Director

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  8. Fintan McKenna Client Service Support

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  9. Graeme Allan Chief Executive

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  10. Ian Campbell Director & Chartered Financial Planner

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  11. Jack Swan Technical Lead

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  12. Kerry Holden Financial Planning Associate

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  13. Kirsty Young Financial Planning Associate

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  14. Lisa Tait Financial Planner

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  15. Martyn Paterson Chartered Financial Planner

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  16. Neil Folan Risk and Compliance Manager

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