Our team of technical and administration specialists support the advisory team in delivering market leading service and solutions to all our clients.
Douglas started the business over 12yrs ago having previously spent a very successful career with a major financial services institution in Edinburgh. Specialising in tax, investment, and retirement planning, he has helped both individuals achieve their goals and businesses grow to their potential.
Nigel has vast experience in management and financial services, working with large major financial institutions and Independent Financial Advisers in Edinburgh. Specialising in investments and estate planning, he builds strong relationships with individuals and families to both protect their assets and plan for their future.
David joined the business in 2022 with three decades experience, holding senior positions with large institutions and a large advisory firm. Delivering consultancy and strategic advice to corporate, trustee and individual clients, David has a proven track record of helping clients improve their financial performance and achieve long-term growth.
Abbie joined Wealth Professional as a paraplanner back in 2018 with a First Class Honours degree in International Business Management with Business Law. A fully qualified financial adviser, she is highly skilled in creating customised financial plans that take into account each clients unique needs and goals, specialising in investments and pensions.
Jo joined Wealth Professional in 2020 as a paraplanner having graduated with MA(hons) in Economics. A fully qualified financial adviser, Jo is passionate about helping individuals and families achieve their financial goals and is dedicated to providing personalised and comprehensive financial planning solutions.
Kirsty has over thirty years in financial services, working with large financial institutions and large advisory firms. Kirsty is a highly experienced financial adviser specializing in later life financial planning where she is an associate. She is passionate about helping clients navigate the complex financial issues that can arise later in life, including retirement planning, long-term care funding, and estate planning.
Kirsty has over 20yrs in financial services experience, having joined Wealth Professional in 2021 from a large independent financial advisory firm. Kirsty is a highly analytical problem solver, able to break down complex data into workable information for our advisers and clients. Kirsty is known for working collaboratively across the team and her knack for finding creative solutions to the most challenging problems.
Derek is a dedicated financial services professional with over three decades providing exceptional service to individual clients. Derek specializes in providing administrative support to both our financial advisers and our clients. With a keen attention to detail, he prides himself on delivering accurate and timely information, in all aspects of financial planning, in a clear and concise manner.
Charlotte has 10yrs in financial services, joining Wealth Professional in 2022 from a major financial institution in Edinburgh. With excellent communication skills and attention to detail, Charlotte is able to deliver a high quality level of service to our clients in all aspects of financial planning.
Susan has over thirty years financial services experience, joining Wealth Professional from a major financial institution where her role was Corporate Relationship Manager. Susan provides expert guidance and tailored solutions to help businesses navigate the complex world of workplace pensions and employee benefits. She is skilled in working with businesses of all sizes, from small start ups to large corporations.