Our Team

OUR TEAM

Scott Keachie

Scott Keachie BA(Hons) DipFA AwPETR

Director of Financial Planning

Email Scott

Kevin Lynch

Kevin Lynch BEng FPFS EFP

Director & Chartered Financial Planner

Email Kevin

David Mcconnell

David Mcconnell MSc FPFS EFP

Director & Chartered Financial Planner

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Pauline Doherty

Pauline Doherty FPFS

Head of Technical

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Rachael Firth

Rachael Firth DipPFS

Senior Paraplanner

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Celia Agudin Mora

Celia Agudin Mora BA(Hons) DipPFS

Senior Pension Specialist

Email Celia

Shadan Mudge

Shadan Mudge MA(Hons) DipPFS

Senior Pension Specialist

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Graham Smith DipPFS

Graham Smith DipPFS

Senior Financial Planner

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Aleksandra Sliwicka DipPFS

Aleksandra Sliwicka DipPFS

Paraplanner

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Alex Shairp BA(Hons) CertCII (FS)

Alex Shairp
BA(Hons) DipPFS

Financial Planner

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Hannahlize Joseph

Hannahlize Joseph

Financial Planning Assistant

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Daniel McInnes BA(Hons)

Daniel McInnes BA(Hons)

Relationship Manager

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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