Charlie Jupp

11 Jan 2022
Charlie Jupp

Charlie Jupp

Charlie joined Thorntons Investments at the beginning of November 2021 after graduating from Heriot Watt University with a degree in International Business Management. During his time at university, Charlie was aligned with Edinburgh Rugby but has since looked to begin the journey in becoming a qualified wealth manager and is keen to learn and progress…

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11 Jan 2022
Ashleigh Rowan

Ashleigh Rowan

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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21 Jun 2021
Andrew McLean

Andrew McLean

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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16 Mar 2020
Sharon Bedford

Sharon Bedford

Born and raised in Yorkshire, Sharon began her career in Financial services in 1987 when she left school to join General Accident. Three years later, Sharon joined Naafi Financial Services as a customer services adviser, working predominantly with military personnel and their families in North Yorkshire and overseas in Germany, rising to Team Leader and…

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18 Jun 2019
Gail Craig

Gail Craig

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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13 Sep 2017
Catherine Jackson

Catherine Jackson

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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13 Sep 2017
Sarah Peter

Sarah Peter

Sarah joined the team in August 2015 and is an Associate Member of the Chartered Institute for Securities and Investment.  Since joining the firm, Sarah’s commitment has seen her juggle a full time role and a busy family life with completing a University Degree in Business Studies before immediately going on to complete her CISI…

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4 Sep 2017
Matthew Brown

Matthew Brown

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…

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