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At work

I have worked in the financial services profession for over fifteen years, paraplanning for nine of those. I have worked in-house and outsourced, for big and small companies helping construct financial advice for a wide variety of clients.

Over the years, I have built up strong technical knowledge in a number of areas including pension and investment planning, at retirement, trusts & estate planning, constructing lifetime cash-flow models and financial protection.

I was very proud to be awarded with the CISI ‘Paraplanner of the Year’ Award in 2019. I achieved the same award in 2017 from Professional Paraplanner magazine.

Personally

When I’m not paraplanning, you can usually find me at the gym, spending time with my dog and guinea pigs or getting out and about with friends.

Here for you every step of the way

A highly qualified team of professionals that pride themselves on going above and beyond.

James Mackay

Financial Adviser & Managing Director

Chris Hindle

Technical Adviser & Operations Director

Karen Malin

Compliance Manager