Telephone:0871 702 9490
Associated Companies
Carl Melvin – Managing DirectorCarl is an award winning financial planner, and is one of an elite group of financial advisers to hold both the Certified Financial Planner licence and the Chartered Financial Planner designation. His primary role is to provide clients with advice and personal service on financial planning issues. He has 20 years professional experience as a financial planner. |
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Irena Hnatiuk – DirectorIrena is a qualified solicitor (dual qualified in Scotland and England & Wales) and spent 20 years as a Private Client/Tax solicitor with a major Scottish legal firm, before establishing her own legal practice in 2000. She provides estate planning services to our clients. |
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Carol Brown-Blair - Practice ManagerCarol is responsible for running our office administration & compliance service, as well as our client review service. She is a qualified financial adviser and has almost 20 years professional experience in Financial Services. |
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Fiona Brown – Client Service AdministratorFiona deals with our client service & portfolio administration. She has many years experience in financial administration having worked for financial planning businesses in London & Hampshire before returning to Scotland. |
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