Anne Rose-Smith

27 Jul 2020
Anne Rose-Smith

Anne Rose-Smith

Born and raised in the suburbs of London, Anne started her working life with NatWest Bank before a couple of career moves saw her end up running the operations department of a commodities broker in the City of London. The opportunity to move on to something different was grabbed with both hands and she moved…

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10 Dec 2019
Yan Gong

Yan Gong

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…

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13 Sep 2017
Kim Storey

Kim Storey

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…

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4 Sep 2017
Alison Miller

Alison Miller

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…

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4 Sep 2017
Stewart Taylor

Stewart Taylor

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…

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4 Sep 2017
Susan Bennett

Susan Bennett

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….

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4 Sep 2017
Graeme Young

Graeme Young

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…

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