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1. Lisa Tait Financial Planning Director

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2. Louise Fowler Business Operations Assistant

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3. 

   Lynn Dempster Operations Senior Manager

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4. Martyn Paterson Financial Planning Director

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5. Mary Mills Client Relationship Support

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6. 

   Michael Aitken Partner

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7. 

   Michelle Kennedy Business Support

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8. 

   Morgan MacDonald Client Relationship Support

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9. Neil Folan Risk & Compliance Director

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10. 

    Patrick Christie Financial Planner

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11. Rachel Hamilton Client Relationship Manager

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12. 

    Rhea Shearer Team Lead

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13. Richard Johnston Financial Planning Director

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14. 

    Rosario Marquez Client Relationship Manager

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15. 

    Ryan Watt Chartered Financial Planner

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16. Sarah Giles Head of Operations

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