our team
 
 


  Debbie Mitchell, Managing Director
Debbie has been with the firm since 1992, and managing director since 1999. She has over 20 years experience in the financial services profession and specialises in retirement planning.

  Janice Murray, Administrator
Janice joined the firm in 1999 and has worked in financial services for over 12 years. Janice handles all aspects of the firm’s administration and runs a very tight ship!

  Morag McIntosh, Para-planner
Morag joined the firm in 2004, having worked for a respected life insurance company for the previous 17 years. She is an Associate of the Chartered Insurance Institute and works closely with Debbie providing technical support.

  Ronan MacLeod, Independent Financial Adviser
Ronan is the newest member of the team but brings with him a wealth of experience gained over many years in the profession in local and national adviser firms.

  Nikkallah Buchan, Administrator
Nikkallah joined the firm early in 2007 to strengthen the back office support, and is currently working towards obtaining her professional qualifications.