Our Team

OUR TEAM

David Mcconnell

David Mcconnell MSc FPFS EFP

Chartered Financial Planner/Director

Email David

Kevin Lynch

Kevin Lynch BEng FPFS EFP

Director & Chartered Financial Planner

Email Kevin

Scott Keachie

Scott Keachie BA(Hons) DipFA AwPETR

Director of Financial Planning

Email Scott

Pauline Doherty

Pauline Doherty FPFS

Head of Technical

Email Pauline

Shadan Mudge

Shadan Mudge MA(Hons) DipPFS

Senior Pension Specialist

Email Shadan

Celia Agudin Mora

Celia Agudin Mora BA (Hons) DipPFS

Senior Pension Specialist

Email Celia

Rachael Firth

Rachael Firth DipPFS

Senior Paraplanner

Email Rachael

Aleksandra Sliwicka DipPFS

Aleksandra Sliwicka DipPFS

Paraplanner

Email Aleksandra

Danniella Hamilton

Danniella Hamilton

Financial Planning Assistant

Email Danniella

Rhys Asghar

Rhys Asghar BA(Hons) DipPFS

Client Relationship Manager

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Daniel McInnes BA(Hons)

Daniel McInnes BA(Hons)

Financial Planning Assistant

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Alex Shairp BA(Hons) CertCII (FS)

Alex Shairp
BA (Hons) DipPFS

Client Relationship Manager

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Graham Smith DipPFS

Graham Smith DipPFS

Senior Financial Planner

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Scott Clark

Scott Clark DipPFS

Financial Planner

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Hannahlize Joseph

Hannahlize Joseph

Financial Planning Assistant

Email Hannahlize

Connor Morrow MSc BA (Hons)

Connor Morrow MSc BA (Hons)

Graduate Trainee

Email Connor

Kieran Reilly Msc BA (Hons)

Kieran Reilly
MSc BA (Hons)

Graduate Trainee Adviser

Email Kieran

Chris Miller Msc BA (Hons)

Chris Miller
MSc BA (Hons)

Graduate Trainee Adviser

Email Chris