Team
Board

Ian Campbell

Director & Chartered Financial Planner

Andrew Dines

Director & Chartered Financial Planner

Neil Folan

Risk and Compliance Manager

Kerry Holden

Paraplanner

Richard Johnston

Chartered Financial Planner

Claire Marston

Client Service Support

Theresa Mitchell

Business Support

Alastair Moore

Associate Financial Planner

Martyn Paterson

Chartered Financial Planner

Sarah Philliben

Trainee Paraplanner

Jack Swan

Trainee Paraplanner

Vikki Venerus

Operations Director

Beth Welsh

Client Service Support Team Lead

Alison Wishart

Associate Financial Planner

Kirsty Young

Client Service Support

Benny Higgins

Non-executive Chairman

Graeme Allan

Chief Executive

Ian Campbell

Director & Chartered Financial Planner

Andrew Dines

Director & Chartered Financial Planner

Douglas Martin

Director

Derek Mitchell

Director

Alan Paterson

Director

Gill Pryde

Director

Vikki Venerus

Operations Director