Our team - Professionalism & expertise

Each fully-qualified and certificated member of our team brings outstanding professionalism and expertise to the table.

And with a range of complementary specialisms between us, we have the breadth of knowledge to help individual and business clients with every aspect of their financial planning, now and in the future. 

Nikki Hamilton

Corporate Support 

Nikki began her career with London & Manchester Corporate Pension in 1988. She joined our team ten years ago, with specialist knowledge in the corporate market, where she helps to administer our group pension and life schemes. Nikki holds Financial Planning Certificates at levels 1, 2 and 3. 

Claire Speers

Client Support 

Claire has extensive experience in working with pension and investment providers, so she’s well-placed to make sure we deliver on what we promise you. She makes sure we process all your requirements quickly and efficiently — and keeps our investment providers on their toes!

Alison Findlay

Client Support 

Like the rest of the team, Alison has worked in the financial services industry for most of her career. She takes a personal interest in making sure that every task we do, every promise we make, is properly fulfilled. Your interests are at the centre of everything she does.

Kyra Heron

Client Support 

Kyra joined our team after three years as a Sales Support Administrator with a financial advisory firm, and has now gained her Level 3 Modern Apprenticeship in Business & Administration. She’s now keen to progress with financial planning qualifications, and we’re proud to be supporting her. 

Denise Bonar


With more than 26 years of experience in financial services, Denise worked as an administrator and an adviser before moving into paraplanning seven years ago. She holds a Diploma in Financial Planning and enjoys navigating the challenges and opportunities involved in developing the right financial plan. 

Elaine Duncan


Elaine has been working in the financial sector for more than 25 years, and has an extraordinary breadth of knowledge, particularly in the fields of wealth management and retirement planning. She’s qualified to Level 4 Diploma and is working towards her final qualification to become a pension transfer specialist.

Robert Smillie


Robert began his career in financial services 25 years ago, initially as an adviser, then as a consultant and now as a paraplanner. He is a key member of our Investment Committee, and holds a Diploma in Financial Planning, with qualifications including Investment Planning, Pension Funding, Pension Income and Taxation.

Angela Welsh

Head of Operations 

Angela’s 25-year career has seen her move through administration, paraplanning, training and competence and management. She has extensive experience in the advisory, discretionary management and insurance company sides of financial services. Having spent two years with an asesoria in Spain, she brings regional, national and international knowledge to her role.

Graham Gordon

Director of Client Services 

Graham has been advising individual and business clients for more than 40 years, offering expertise in every aspect of investments, pensions and protection. He holds the Level 4 Diploma in Financial Planning and the G60 Pension Transfer qualification.

John Freeland


John has worked with some of the UK’s largest companies over the last 20 years, providing expert pension advice. He specialises in managing the complex issues surrounding business and personal finance to achieve client objectives. John holds the Level 4 Diploma in Financial Planning and the G60 pension transfer qualification.

David Bremner

Managing Director 

David has worked in financial services for 30 years, and brings a wealth of local and national experience. He’s also on the national committee of Consensus Collaboration Scotland, and chairs the Glasgow POD. David is an Associate Member of the Family Law Association and a Member of the Chartered Insurance Institute. 

David Nelson

Chartered Financial Planner 

David’s career has involved providing financial advice and services to personal and business clients all over the world. He joined us in July 2018 to develop his career as a specialist financial adviser. David is a Chartered Financial Planner and a member of the Chartered Institute for Securities & Investment.