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Our Team
Meet our leadership team and our financial planners
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Craig Ross
Financial PlannerCraig started off as a mortgage and protection adviser. Since then Craig has furthered his education and gained his diploma and offers holistic advice… Read more -
Robert Adie
Financial PlannerBob is Diploma qualified with over 30 years’ experience in the Financial Services Industry. His business is based on building relationships with… Read more -
Steven Clark
Financial PlannerSteven graduated from The University of Aberdeen with a Degree in Business Management & Finance. Steven is passionate about telling client’s the… Read more -
Sean Craig
Chartered Financial PlannerSean begun his career in Financial Services back in 1986 with TSB. He has recently become a Fellow of the Chartered Institute of Insurance in… Read more -
Martin Clark
Financial PlannerMartin graduated from the University of Aberdeen in 2017 with a Masters in Petroleum Engineering. He is fully qualified to offer financial planning… Read more
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Craig Ross
Financial PlannerCraig started off as a mortgage and protection adviser. Since then Craig has furthered his education and gained his diploma and offers holistic advice…Read more -
Robert Adie
Financial PlannerBob is Diploma qualified with over 30 years’ experience in the Financial Services Industry. His business is based on building relationships with…Read more -
Steven Clark
Financial PlannerSteven graduated from The University of Aberdeen with a Degree in Business Management & Finance. Steven is passionate about telling client’s the…Read more -
Sean Craig
Chartered Financial PlannerSean begun his career in Financial Services back in 1986 with TSB. He has recently become a Fellow of the Chartered Institute of Insurance in…Read more -
Martin Clark
Financial PlannerMartin graduated from the University of Aberdeen in 2017 with a Masters in Petroleum Engineering. He is fully qualified to offer financial planning…Read more