Our Team
Management
Al Parpia
CEO & Chartered Financial Planner
Dhawal Vasant Chandan ( DC )
CFO & Chartered Financial Planner
Gary Watt
Director & Chartered Financial Planner
Nicole Armstrong
Head of Operations
Jennifer Bolling
Compliance Officer
Scott Kilpatrick
Head of Strategic Partnerships
Iain Morrison
Head of Key Client Relations
Advisers
Colin Jack
Financial Planner
Jennifer Shearer
Trainee Financial Planner
Lisa Spain
Chartered Financial Planner
Lynda Walkley
Chartered Wealth Manager
Michael Home
Wealth Manager
Paul Watson
Chartered Financial Planner
Phil Barrigan
Chartered Financial Planner
Rossa Reilly
Chartered Financial Adviser
Tom Evans
Financial Planner
Yasmin Wales
Chartered Financial Planner
Back Office
Aakash Shah
Executive Assistant
Anouska Wilson
Client Onboarding Specialist
Audrey McDonald
Trainee Paraplanner
Carol-Anne Rogers
Finance Officer
Carron Smith
Administrator
Claire Alexander
Paraplanner
Clair Muir
Administrator
Elaine McGuire
Senior Administrator
Eleanor McLaughlan
Compliance Associate
Graham Layt
Paraplanner
Hamish Alexander
Paraplanner
Kate Hurcomb
Team Leader, Edinburgh
Kirsty Young
Paraplanner
Leanne Graham
Team Leader, Glasgow
Liam Forde
Paraplanner
Lynn Potts
Paraplanner
Natalie Wilson
Administrator
Karen Ford
Administrator
START A CONVERSATION
If our approach to financial planning resonates, we are likely aligned. We’d welcome a conversation with you.