Meet the Team

  • Professional headshot of a young man with brown hair, wearing a dark blue suit, white shirt, and blue tie, smiling against a gray background.

    Martin Welsh DipPFS

    MANAGING DIRECTOR & FINANCIAL ADVISER

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  • Professional portrait of a man with dark hair and beard, wearing a black suit, white shirt, and green polka dot tie, against a gray background.

    Kieran Taylor DipPFS

    MANAGING DIRECTOR & FINANCIAL ADVISER

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  • A young woman with long, wavy brown hair and light skin, smiling at the camera, wearing a black blouse and a thin gold necklace, against a gray background.

    Lucy Forbes

    PARAPLANNER

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  • A young woman with blonde hair smiling, wearing a black blazer and white shirt, against a gray background.

    Julie Baillie

    SENIOR CLIENT SERVICE CO-ORDINATOR

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  • A young woman with long, wavy brown hair and light skin, smiling at the camera, wearing a black blouse and a thin gold necklace, against a gray background.

    Morven Hutcheon

    CLIENT SERVICE CO-ORDINATOR

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  • A woman with shoulder-length brown hair, light skin, and blue eyes smiling, wearing a black button-up shirt against a grey background.

    Michelle Shinnie

    ADMINISTRATOR

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