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Our Team
Meet our leadership team and our financial planners
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Kevin Munro
Financial PlannerKevin has extensive experience in the financial services industry, having started in 1997. Kevin has become known for his expertise in pensions and… Read more -
Andrew Paton
Mortgage and Protection AdviserAndrew has been in financial services since 1985 and as a mortgage broker since 2003. He is happy to provide advice on all aspects of mortgages and… Read more -
Kenny MacDonald
Financial PlannerKenny has over 35 years’ experience in financial services. Diploma qualified and a member of the Chartered Insurance Institute, he provides a full… Read more -
Shoina Smith
Financial PlannerShoina has worked in Financial Services since 1999. After taking a career break in 2016, she is delighted to be back in a Financial Planner role.… Read more -
Jackie Cameron
Financial PlannerA university graduate, Jackie began working as a Fund Administrator helping to price Life & Pension funds for an international investment services… Read more -
Andrew Beaton
Financial PlannerAndrew began his career in finance back in 1989 having held various positions with both Nationwide Building Society and Royal Bank of Scotland. He is… Read more -
Rhianna Watson
Financial PlannerRhianna has worked in the financial services sector since 2014. She diligently worked through her exams and became Diploma qualified in 2021. … Read more -
Alex Cooper
Financial PlannerAlex is a Business and Spanish university graduate, and is now a fully qualified financial planner after spending over a decade playing professional… Read more
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Kevin Munro
Financial PlannerKevin has extensive experience in the financial services industry, having started in 1997. Kevin has become known for his expertise in pensions and…Read more -
Andrew Paton
Mortgage and Protection AdviserAndrew has been in financial services since 1985 and as a mortgage broker since 2003. He is happy to provide advice on all aspects of mortgages and…Read more -
Kenny MacDonald
Financial PlannerKenny has over 35 years’ experience in financial services. Diploma qualified and a member of the Chartered Insurance Institute, he provides a full…Read more -
Shoina Smith
Financial PlannerShoina has worked in Financial Services since 1999. After taking a career break in 2016, she is delighted to be back in a Financial Planner role.…Read more -
Jackie Cameron
Financial PlannerA university graduate, Jackie began working as a Fund Administrator helping to price Life & Pension funds for an international investment services…Read more -
Andrew Beaton
Financial PlannerAndrew began his career in finance back in 1989 having held various positions with both Nationwide Building Society and Royal Bank of Scotland. He is…Read more -
Rhianna Watson
Financial PlannerRhianna has worked in the financial services sector since 2014. She diligently worked through her exams and became Diploma qualified in 2021. …Read more -
Alex Cooper
Financial PlannerAlex is a Business and Spanish university graduate, and is now a fully qualified financial planner after spending over a decade playing professional…Read more