Cara joined Thorntons Investments in March 2023 with an extensive background in customer service and administration. Cara is growing her knowledge in financial services each day, and plans to begin her CISI professional studies in the near future. Something you didn’t know about Cara – In her spare time, Cara enjoys going to the gym,…
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Ashleigh joined our team in 2021. Leaving school in 2016, Ashleigh went on to study Accounting and Finance at Abertay University whilst working in a small accountancy firm in Dundee. It was whilst studying Ashleigh realised she had a much greater interest in the financial aspect of her degree, and went on to study a…
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Andrew joined Thorntons Investments in May 2021 and is a Chartered Wealth Manager and fellow of the CISI. Prior to joining Thorntons, he spent two years with 7IM, managing portfolios for individuals, trusts and charities. His first role was with Rossie House Investment Management, a boutique wealth manager in Edinburgh & Perthshire, joining as a…
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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…
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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…
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Sarah joined the team in August 2015 and is a Chartered Member of the Chartered Institute for Securities and Investment. Sarah manages portfolios for individuals, trusts and charities and enjoys interacting with clients to ensure the best outcomes for them, in line with their goals and objectives.
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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 15 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…
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