Team
Board

Ian Campbell

Director & Chartered Financial Planner

Shannon Cowie

Client Service Support

Andrew Dines

Director & Chartered Financial Planner

Neil Folan

Risk and Compliance Manager

Rachel Hamilton

Client Service Support

Kerry Holden

Financial Planning Associate

Richard Johnston

Chartered Financial Planner

Steven McBurnie

Financial Planning Associate

Theresa Mitchell

Business Support

Alastair Moore

Chartered Financial Planner

Martyn Paterson

Chartered Financial Planner

Sarah Philliben

Financial Planning Associate

Kirsten Pryde

Client Service Support

Jack Swan

Technical Lead

Vikki Venerus

Operations Director

Beth Welsh

Client Service Support Team Lead

Ross White

Client Service Support

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

Vikki Venerus

Operations Director