Committed To Helping You
Our financial planning team follows a 6-stage process. This helps us get to know you a little better to ensure we provide the right advice for you. We are all committed to helping you move forward confidently, knowing your future is secure with the freedom to live the life you desire. We have a small but perfectly formed team, providing the personal service we know you deserve. Each member of our team has a unique set of skills and experience to build a relationship you can rely on. Get in touch with Barry, Susan, Graeme, Stewart or Alison to find out more.Contact Us
Barry DavidsonHead of Financial Planning
Graeme YoungChartered Financial Planner
Matthew BrownHead of Discretionary Portfolio Management
Jeremy DuftonSenior Portfolio Manager
Alasdair KylePortfolio Manager
Gail CraigPortfolio Manager
Ciaran GarveyInvestment Manager
Susan BennettChartered Financial Planner
Stewart TaylorFinancial Planner
Alison MillerFinancial Planner
Sarah PeterTrainee Portfolio Manager
Kim StoreySenior Paraplanner
Catherine JacksonResearch Assistant
Sam HyndPortfolio Management Assistant
Yan GongTrainee Paraplanner
Ed RosengartenNon Executive Director
As head of our investment management function, Matt’s 30-year industry experience is vital in the formation of our range of retail and institutional investment funds, as well as our model portfolio service. His long term investment discipline generated strong performance when he managed the Alliance Trust Investments North America Equity Fund, receiving a Morningstar/OBSR Bronze award within one year of fund launch. Matt’s considerable international investment experience saw him successfully selling out of Japan at the top of the market (1989/90), a bold move made with analytical and measured judgement.
Something you didn’t know about Matt:
Matt was scouted for a 1980s Jackie magazine photoshoot. He chose not to pursue a modelling career, and, luckily for us, instead focused on his financial services career.
‘Excellence is not a single act, but a habit. You are what you repeatedly do.’
Head of our Financial Planning team, a Chartered Financial Planner, Associate of the Personal Finance Society and holder of the Investment Management Certificate, Barry has over 25 years’ experience of helping clients understand their finances and plan for their futures. He specialises in advising business owners and individuals, both in the lead up to and into retirement, as well as advising on pension options at separation or divorce. In addition, he advises individuals and families about how to invest, protect and transfer wealth to future generations. Barry has also tutored law degree students on the Business and Financial Services module at the University of Dundee.
Something you didn’t know about Barry:
Barry is a keen runner and cyclist.
Widely regarded as one of the most influential advisers in the industry, Graeme was one of the first financial specialists in Tayside to be awarded Chartered Financial Planner status by the Chartered Insurance Institute, and since 1998, has played a key role in our Financial Planning team. With over 30 years’ experience, Graeme holds an Advanced Financial Planning Certificate and a Securities Institute Diploma, is an Associate of the Personal Finance Society and also a Fellow of the Securities and Investment Institute. Graeme advises both individuals and businesses on investment, retirement planning, pensions, protection products and Inheritance Tax planning matters. Graeme is a well recognised and respected financial adviser in our community and always takes the time to truly understand what matters to his clients
Something you didn’t know about Graeme:
Graeme dreams of getting back to single figure golf handicap.
Quote: “We don’t stop playing because we grow old, we grow old because we stop playing.”
A Fellow of the Chartered Institute for Securities and Investment, and with coveted Chartered Wealth Manager status, Matthew was a welcome addition to our team in 2016. With over 10 years of investment experience, working in both large and small organisations, most recently at Brewin Dolphin, Matthew manages portfolios for individuals, trusts and charities. Matthew enjoys working with clients to provide them with the best service throughout the different stages of their lifetime and as their goals and objectives change.
Something you didn’t know about Matthew:
At age 15, Matthew was a World Champion bagpiper as part of a Juvenile Pipeband.
Mantra: Do it today, life’s too short.
Jeremy has over 25 years of investment experience in small and large organisations, running his own investment management practice before joining Thorntons Investments in 2015. An Oxford University Mathematics graduate, Jeremy works within our Bespoke Discretionary Management Service and manages portfolios for private clients and trustees. Jeremy has extensive knowledge of selecting investment funds and drives this element of our Investment Management Committee’s research function.
Something you didn’t know about Jeremy:
Jeremy took up running shortly after his 50th birthday and has now completed several marathons and half-marathons in Scotland and his native Yorkshire. A lover of all things Greek and a passionate Tottenham Hotspur fan.
A Chartered Wealth Manager, Alasdair joined us in December 2017 and brings a broad mix of skills and experience to our portfolio management team. Alasdair has over ten years’ experience of managing and running private client portfolios, and has an excellent track record of asset allocation and stock and corporate bond selection. Alasdair most recently worked in London for Alder Investment Management, following a number of years with Deutsche Bank Private Wealth.
Something you didn’t know about Alasdair:
Alasdair is the reigning Elie 10km Champion. He is proud of this accolade, despite the fact the event no longer exists, having been replaced by the Elie Triathlon a number of years ago…
Gail joined Thorntons in 2019. A Fellow of the Chartered Institute for Securities & Investment, Gail has over 25 years investment management experience. She spent 9 years at Brown Shipley managing portfolios for individual clients, trusts and charities, having previously worked with Lindsays.
Something you didn’t know about Gail:
Gail used to be a keen hill walker. Her most ambitious challenge was to trek the Inca Trail to the iconic Machu Picchu. These days she does well to tick another Munro off her list.
Ciaran joined Thorntons Investments in 2011 and is based in our Edinburgh office. He is part of our investment management team focusing on the selection of AIM listed companies for our AIM IHT proposition. Ciaran is a Chartered Member of the CISI, and in 2013 he was the top Scottish performer in the CISI Masters exam.
Something you didn’t know about Ciaran:
Ciaran is a keen sports fan.
Susan has an extensive career in banking and financial services and over 20 years’ experience in advising high net worth clients. Susan has shown her commitment to the industry by obtaining Fellowship of the Personal Finance Society, a qualification that is universally regarded as the premier qualification for those working in the financial services industry. As well as advising on Investments, Protection and Inheritance Tax, Susan also holds the specialist qualifications required to advise on pension transfers, and she can also assist elderly clients requiring help with their changing financial needs.
Something you didn’t know about Susan:
Susan is at the gym at least three times per week, and enjoys yoga.
Mantra: Every day is a school day – we are constantly learning in financial services.
Stewart is an experienced Independent Financial Adviser who has been providing financial planning advice to individuals and corporate clients for over 17 years. He is a member of the Chartered Institute of Insurance and specialises in providing investment, inheritance tax planning, pension and protection solutions for his clients. Stewart is currently working towards achieving an accreditation to become a Later Life Adviser, focusing on the financial planning needs of older clients.
Something you didn’t know about Stewart:
Stewart is a sports enthusiast and enjoyed skiing until he required the assistance of the ski police to rescue him from an Italian mountain. He now prefers safer sports like running and swimming!
Alison offers independent and whole of market financial advice to individuals, trusts and businesses within a range of financial planning and investment services and products. The advice includes a comprehensive range of financial planning and tax matters, including investment, pension and retirement planning and protection. She is a member of The Chartered Insurance Institute.
Something you didn’t know about Alison:
Alison skydived from 15,000ft over Lake Taupo in New Zealand whilst taking in the views of the scenery from The Lord of the Rings trilogy.
Mantra: Treat other people as you would like to be treated; remember small kindnesses and forget small faults.
Sarah joined the team in August 2015 and is an Associate Member of the Chartered Institute for Securities and Investment. Sarah’s role is to provide support to the portfolio managers by answering client calls and queries, preparing suitability reports and paperwork for new and existing clients, and ensuring that stock transfers and all transactions are dealt with in a timely manner.
Something you didn’t know about Sarah:
Sarah is an in-school mentor with local charity Breakthrough Dundee who reach out to care-experienced and other young people who have, or are likely to, face significant challenges in their lives.
Bill is a Chartered Accountant by profession and joined Thorntons Investments in 2001 after a career with several multinational companies. He was integral in setting up and managing our first specific AIM portfolios for clients back in 2006.
Having retired in 2016, Bill’s valuable knowledge and experience are now employed on a consultancy basis.
Something you didn’t know about Bill:
He is an enthusiastic Scottish Country Dancer and curler, but not at the same time.
Kim started her career 21 years ago as an office junior working for Thorntons Solicitors in Arbroath, before moving into the Investment team. In 2002 She moved firms before re-joining Thorntons Investments 13 years later. Kim holds her Level 4 Diploma in Financial Services and is currently working towards Chartered status.
Kim is committed to our Financial Advisers in providing the best service she can to our clients.
Something about Kim –
She enjoys keeping fit and is a keen runner, in between running her twin girls to swimming galas.
Life is short you never know what is around the corner, enjoy each day and be happy!
Catherine joined us in 2011 and among her many key responsibilities are the monitoring of our model portfolios and their underlying holdings, and ensuring the smooth running of our models on all platforms. Her knowledge of third-party platforms and their operation is put to good effect in the support we provide advisers using our services.
Something you didn’t know about Catherine:
With a degree in Scots Law and another in Mathematical Sciences, she is a fantastically multi-dimensional asset to our team.
Sam joined Thorntons Investments from Barclays Bank in July 2019. Sam’s interest in the markets and all things financial began back in 2008 while running a beauty salon in Dundee where she spent a lot of time manning reception listening to clients fretting about the ‘credit crunch’, so much so it felt like hysteria. Sam felt compelled to understand what was going on and began to realise that the beauty industry wasn’t for her, and perhaps there was a more interesting opportunity afoot!
Sam initially joined Barclays as a cashier, and navigated her way from retail banking to the Wealth management team, where her interests lie.
To summarise Sam’s experience of joining Thorntons Investments – ‘It’s an absolute pleasure to work for a bespoke investment house based in my home town of Dundee and to continue learning from the incredible wealth (see what I did there) of knowledge in this office’.
Yan joined Thorntons Investments in 2017 prior to which she worked in financial services for a number of years. She holds a Masters Degree in Finance from the University of St Andrews and has been awarded the Skandia Quaich for Financial Planning Certificate by the CISI for her exemplary exam attainments. Yan is now currently studying towards the Diploma in Financial Planning. She is training as a Paraplanner and has a particular interest in Taxation and Pensions.
Something about Yan:
She is originally from Shanghai, and is fluent in Mandarin. In her spare time, she enjoys acrylic painting and is also a keen park runner.
Sir Thomas Thornton starts a legal practice in Dundee
Introduction of Discretionary Investment Management Services
Establish our discretionary investment portfolio management service for private clients of Thorntons Law LLP.
Expanding the Services
Launch of our financial planning advice service.
AIM Inheritance Tax Service
We begin managing portfolios of company shares which qualify for Business Property Relief listed on the Alternative Investment Market (AIM) for clients looking to mitigate their liability to Inheritance Tax.
Stephen Webster joins the company as CEO
Thorntons Investment Management
The investment business separates from Thorntons Law LLP to form a separate company called Thorntons Investment Management Ltd
Our company goes from strength to strength, to managing or influencing over £400m of assets. Our ambition is reflected in our fresh look brand, and is supported by continued investment in technology.
Each year our staff choose a charity to support – it’s normally something that has affected a member of the team personally, and this year is no d...Read More