Fraser McPhate
I have over 28 years experience as a financial adviser and have spent the last 15 years specialising in providing financial advice to private wealth clients. I am able to advise on all wealth and financial planning areas which include helping clients with their investments, pensions, protection and estate planning needs. I am also a […]
Fraser Thomson
I am a qualified independent financial adviser with many years of experience working in the financial services industry. I have considerable expertise and an in depth knowledge of all areas of financial planning. I work with my clients to help them to achieve their most meaningful financial plans and objectives, ensuring that they receive a […]
Jo Cargill
As an independent financial adviser, my aim is to work closely with my clients to develop a trusted working partnership with them and their family, in order to deliver both excellent value and quality advice for the long-term. I am able to advise on all wealth and financial planning areas which include helping clients with […]
Mark Crichton
I have over 25 years experience in financial services providing specialist bespoke advice to private clients. I am able to advise on all planning areas and assist my clients with their pensions, investment, estate planning and protection requirements. As an Independent Financial Adviser, my aim is to work closely with my clients to develop a […]
Moira Ness
I am a mortgage and protection adviser with over 20 years of experience in the industry. I am able to advise on all areas of mortgages, including buy to let and equity release. Having a wealth of experience, my goal is to find and arrange a mortgage to suit the needs, circumstances and budget of […]
Sarah Tory
I am a highly knowledgeable and qualified Chartered financial planner with over 20 years’ experience advising clients. Known by my clients and colleagues as professional, amiable and intensely client focused, I am proud of my enthusiasm for my profession and the desire to help individuals and families navigate through what can be complex financial situations. […]
Ashley Scott
I come with over 10 years of industry experience, and I use all of this to provide my clients with a stress-free journey, guiding them through the house-buying maze. Offering bespoke advice in all areas of the house-buying process, I have access to the entire mortgage and protection market. This, along with my knowledge of […]
Gregor Milne
As an adviser, I take great pride in getting to know my clients and ensuring that I am recommending the best solution for their circumstances. My aim is to always build a long term trusted relationship. In addition to arranging mortgage finance, I also have a background in residential conveyancing. Having experience on both sides […]
Will McCrossan
I am a seasoned professional with a business studies background who has been deeply involved in the protection industry since 2013. With expertise in mortgages, life insurance, critical illness, and income protection, I have developed a specialisation in business protection, excelling in areas such as shareholder protection, key person insurance, and relevant life policies. I […]
Ally Ross
I joined the financial services industry in 2008 at the age of 21 as an adviser with CIS Insurance. I have since progressed my career and gained valuable experience and knowledge, becoming an Independent Financial Adviser in 2011. I specialise in retirement planning and retirement solutions as well as investment advice and family protection. I […]