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

Business 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.

Daniella Hamilton

Client Support 

Daniella has 5 years of experience in the financial services industry and holds multiple qualifications in this sector, she is currently still studying for further qualifications. Daniella strives for customer satisfaction and uses this skill to build long lasting relationships with clients

Max Robinson


Having completed his BA Honours Degree in Finance Investment and Risk in 2012, Max is now in his 5th year in the financial services industry. His knowledge and experience allows him to provide clients with a high standard of service. Max is still studying for further qualifications and has since gained a certificate in Mortgage and Protection.

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.

Julie Jackman


Julie began her career in financial services in 2001 and having held various roles within the industry she has gained a wealth of experience. She has now been paraplannng for more than 10 years and is a Chartered Financial Planner having gained qualifications in pension accumulation and retirement and investment planning.

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 has been appointed the National Chair of Consensus Collaboration Scotland and sits on both the National and Glasgow committees. 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.

Darren Scoon

Director of Retirement Planning 

Darren has worked in financial services for over 30 years and brings a wealth of local and national experience.  Darren spent the first half of his career with Standard Life specialising in pensions and investments before becoming a financial adviser.  He holds the level 4 diploma and Award in Pension Transfers via the London Institute of Banking and Finance and specialises in working with clients to achieve their goals and objectives across every aspect of investments, pensions and protection.

Julie Mitchell

Financial Planner 

With over 14 years in the financial industry, 10 of which as a planner, Julie is focused on building long established relationships based on trust and open communication.  A key to the relationship is providing holistic financial advice which is tailored to each individual client to help them achieve their financial goals.  Julie holds the Level 4 Diploma in Financial Planning and is currently working towards Chartered status.