| Executive & Non-Executive
Directors |
Responsibilities |
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Lee Robertson
Chief Executive Officer
FRSA, MCSI, MIFP, CertPFS |
Client Advice and Financial Planning
Allied Professionals Liaison
Company Lead on Strategic Development
Chair Investment Committee
Investment, Trust and Taxation Specialist |
| Special Interests: |
Private Client Investment and Taxation
(Onshore and Offshore)
Company Strategy and Marketing |
|
| |
Petronella West
Director Private Clients
DipPFS, IMC, MIFP |
Client Advice and
Financial Planning
Investment Committee Member
Compliance and Regulatory Issues |
| Special Interests: |
Financial Planning for Women
Boardroom and Executive Financial Planning
Cash-flow modelling |
|
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|
Peter Lowman
Chief Investment Officer
MCSI |
Investment Committee Member
Strategic and Tactical Asset Allocation
Investment Due Diligence and Fund Manager assessment
|
| Special Interests: |
Private Client Portfolio construction. |
|
| |
James McKechnie
Non Executive Director |
Corporate Governance and Corporate
and Social Responsibility
Investment Committee Member |
| |
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Barry Hancock
Non Executive Director |
Corporate Governance
Investment Committee Member
|
| Special Interests |
Risk Management |
|
|
| Wealth Management |
Responsibilities |
|
| |
David Young
Independent Financial Planner
DipPFS, G60, MAQ |
Client advice and Financial Planning |
| Special Interests: |
All areas of pensions including
transfers. |
|
| |
Jeremy Davies
Client Relationship Manager
CeMAP, DipPFS, Certs CII (MP&ER) |
Financial planning including mortgages |
|
| |
Andrew Ayers
Private Client Manager
CertPFS, IMC |
Client advice and financial planning with an emphasis on tax efficient investment portfolio construction |
| Special Interests: |
Investment Specialist and working with allied professionals, accountants and solicitors |
|
| |
Douglas Warwick
Independent Tax Consultant
Chartered Tax Adviser |
Personal taxation including liaison with HMRC on tax returns and other taxation issues
|
| Special Interests: |
Personal taxation specialist |
|
| Client Liaison and Practice Support |
Responsibilities |
|
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Paul Goodrich
Client Liaison Manager |
Client Liaison
Product and Service Provider Liaison
Office Manager |
| Special Interests: |
Providing Unrivalled Client Satisfaction |
|
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Caroline Parker
Discretionary Services Manager |
Product and Service Provider Liaison |
| Special Interests: |
Self Invested Personal Pensions and Discretionary Investment Services |
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Emma Duffield
Practice Administrator |
Product and Service Provider Liaison |
| Special Interests: |
Supporting Client Liaison and Discretionary Services Managers |
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| |
Lisa Ryall
Practice Administrator |
Product and Service Provider Liaison
Client Administration |
| Special Interests: |
Client Records and Fee Reconciliation |
|
| |
Dawn Steed
Practice Accountant |
Client Fee Account Reconciliation
Practice Management Accounts
Practice Financial Controller |
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