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.
Business Support
Nikki began her career with London & Manchester Corporate Pension in 1988. She joined our team fifteen 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.
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! Claire has recently passed the FA1 Life office administration and R01 Financial services, regulation and ethics exams and holds the Award in Financial Administration.
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.
Paraplanner
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.
Paraplanner
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 also a qualified pension transfer specialist.
Paraplanner
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.
Paraplanner
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 paraplanning for more than 10 years and is a Chartered Financial Planner having gained qualifications in pension accumulation and retirement and investment planning.
Paraplanner
Kerry Ann joined Intelligent Capital in 2020, bringing with her 20 years’ experience in Financial Services. She has worked in both technical and advisory roles within the financial services industry gaining a vast amount of knowledge in wealth management and retirement planning.
Qualified to Level 4 Diploma, she also holds additional qualifications in investments and mortgages.
Operations Director
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.
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.
Director
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.
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.
Chartered Financial Planner
David firmly believes that in order to help clients it is important to get to know them first and understand what they want from life. By doing this he can start to build plans which will bring clients the financial freedom and peace of mind they are often seeking.
David has spent time working all over the world, dealing with both personal and business clients from a variety of backgrounds.
He is a Chartered Financial Planner and also a Certified Financial Planner ™, and is of the belief that in this industry you never stop learning.
Chartered Financial Planner
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. Darren is a Chartered Financial Planner (ALIBF) 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.
Financial Planner
With over 16 years in the financial industry, 12 as a Financial Planner, Julie is a highly experienced and well regarded adviser. She excels at building trust and establishing close relationships based upon 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 is a member of the Chartered Insurance Institute.
Client Support
Vicki has recently joined Intelligent Capital. She has over 28 years experience within financial services and has worked for various IFAs across a number of administration and adviser support roles. She will strive to ensure every client receives an excellent service throughout their journey with Intelligent Capital.
Vicki holds Financial Planning Certificates at level 1 and CF3 and CF4.
Client Support
Lesley has been in financial services for almost 20 years, working for Glasgow based IFAs. She has many years experience providing client support for both individual clients and group pension schemes. Over the years Lesley has continued to provide client support along with developing her paraplanning skills. Lesley continues to work closely with clients to provide a personal and professional service and is qualified to Level 4 Diploma. She also holds the Certificate in Mortgage Advice.
Financial Planner