
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 -
Fiona MacKenzie
Chartered Financial PlannerFiona has been in financial services since 1998, initially working in banking. Her experience and commitment to learning and her profession has led… Read more -
Janine Jackson
Independent Financial AdviserAs a Financial Planner at Wren Sterling, Janine focuses on delivering clear, practical advice that helps clients feel confident about their financial… 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 -
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 -
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 -
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 -
Finlay Smith
Mortgage and Protection AdviserAfter studying Business and Accounts at Aberdeen College, Finlay began studying to become a mortgage advisor. Finlay is keen to learn and looks… 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