Who We Are


Providing the personal service we know you deserve.

Committed To Helping 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 Andrew, Matthew, Gail, or Sarah to find out more.

Contact Us

Matt Strachan
Chief Investment Officer
Andrew McLean
Head of Client Investments
Chris Forde
Head of Financial Planning
David Holmes
Head of Business Development
Tim Ritchie
Financial Controller
Shirley Robertson
Compliance Manager

Disclaimer

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