Skip links
Skip to primary navigation
Skip to content
Toggle navigation
Home
About Us
What is Financial Planning?
Our Services
Our Clients
Our Fees
The AFP Process
Awards & Accreditations
Our Team
Services
Pensions and Retirement Planning
Defined Benefit Pension Advice – Our Approach
Savings and Investment Planning
Estate Planning
Tax Planning
Employee Benefits
Family Wealth
Financial Planning for the Next Generation
Careers
Resources
Articles
Factsheets
Guides
Case Studies
Video Library
Glossary of Terms
News & Events
Contact
Book a Meeting
client area
client area
All
Client Support & Operations
Financial Planners
Paraplanners
All
Aberdeen
Edinburgh
Elgin
Glasgow
Abbi Hart
Paraplanner
Aiden McNaughton
Training & Competence Supervisor
Alana Davidson
Chartered Financial Planner
Amanda McLardie
Paraplanner
Andrea Skea
Business Support Co-ordinator
Andrew Groseneill
Financial Planner
Andrew Masson
Paraplanner
Andrew McRae
Chartered Paraplanner
Andrew Riddell
Financial Planning Support
Andrew Sutherland
Financial Planner
Andy Eason
Head of Employee Benefits
Angus Mackenzie
Certified Financial Planner
Anne Lawson
Employee Benefits Consultant
Ayesha Wilson
Paraplanner
Caitlin Forbes
Marketing Executive
Calum Hendry
Trainee Paraplanner
Carol Jenkins
Business Support Administrator
Caroline Thomson
Receptionist/Administrator
Charlotte Thomson
Financial Planning Support Team Lead
Chloe Wilson
Client Support (Acumen Employee Benefits)
Chris Hewson
Chartered Financial Planner (Medical & Dental Financial Planners)
Chung-Yeung Shek
Paraplanner
Colin Morrison
Trainee Paraplanner
Crystal Green
Business Support Administrator
Daniela Muollo
Paraplanner
Danielle Garner-Smith
Receptionist / Administrator
David Gow
Director
David Wardrop
Trainee Paraplanner
Diana Lyon
Paraplanner
Donna Corkindale
Paraplanner
Emily Napier
Trainee Financial Planning Support
Emma Graham
Financial Planning Support
Evan Duffus
Chartered Financial Planner
Freya Begg
Trainee Financial Planning Support
George Gray
Financial Planner (Medical & Dental Financial Planners)
Isla Leask
Chartered Financial Planner
Jackie Coyne
Certified Financial Planner
Jane Cowie
Financial Planner
Janice Murray
Financial Planning Support
Janine Rokovucago
Paraplanner
Jenny Madhoo
Chartered Financial Planner
Jill Lepre
Marketing Manager
Jordan Paterson
Paraplanner
Julie Shand
Training & Competence Supervisor
Katrina Dawson
Financial Planning Support
Kayleigh-Jayde Barton
Financial Planning Support Team Lead
Keith Mackie
Director
Kevin Mackenzie
Director
Kieran McBeath
Financial Planning Support
Kimberley Studd
Paraplanner
Laura Crowe
Chartered Financial Planner & Director of The Financial Planning Group
Lauren Allan
Compliance Monitoring Assistant
Layo Gombos
Paraplanner
Linda Edward
Paraplanner Manager
Lucy Forbes
Paraplanner
Madailein Alexander
Paraplanner
Meghan Fehr
Trainee Financial Planning Support
Melanie Shields
Client Relationship Manager
Michael Kemp
Paraplanner
Michelle Clark
Chartered Tax Consultant (Enrich Tax Consultancy)
Moira Berryman
Accountant
Neil Burns
Associate Financial Planner
Nicola Doohan
Recruitment & Development Manager
Nicola Norrie
Senior Employee Benefits Client Support
Nida Khan
Financial Planning Support
Nigel Saunders
Technical Support (Acumen Employee Benefits)
Paul Gillen
Chartered Financial Planner
Paul McCabe
Certified & Chartered Financial Planner
Paul Ross
Chartered Financial Planner
Paulina Krajewska
Accountant (Enrich Tax Consultancy)
Pauline Hamilton
Compliance Manager
Pauline Stewart
Financial Planning Support
Peter Hope
Financial Planner
Philip Gauld
Financial Planning Manager
Rhiain Hammond
Marketing Executive
Rhian Morgan
Director
Rizwan Mukhtar
Student Placement
Ryan Stewart
Financial Planning Support
Sandy Robertson
Managing Director
Sarah MacFarlane
Receptionist/Administrator
Sharon Sanderson
Paraplanner Co-ordinator
Stephen Berry
Paraplanner
Steven Milne
Financial Planner
Stewart Gunn
Financial Planning Support
Sue Williamson
Chartered Financial Planner
Tracy Laing
Financial Planning Support
Trudi Horne
Paraplanner
Valeriia Kobets
Trainee Financial Planning Support
Wendy Morrison
Paraplanner Co-ordinator