Richard Evans, Director, is a well-qualified and experienced adviser holding the respected Chartered Financial Planner status. Richard has over 25 years experience of providing financial advice. He has a degree in Economics from Aberdeen University, and holds the Advanced Diploma in Financial Planning and Advanced Financial Planning Certificate, including the Advanced Pensions, Taxation and Trusts, and Financial Planning papers.
Neil Stewart, Investment Manager and Financial Adviser has been with us since 2017. Following studying Maths at the University of St Andrews he pursued personal business projects before a career in financial services. Neil is a fully qualified financial adviser holding the Diploma in Regulated Financial Planning.
Neil spends his free time with his young family, exploring the countryside. Neil played football to an amateur level until his mid 30s, is a keen golfer, loves cooking, food and good wine and travelling at home and abroad.
Ewen Grant, Investment and Adviser Support, has been at the firm since 2021 and is training to become a financial adviser. Ewen holds a degree in International Business Management from Robert Gordon University with time spent at the University of Barcelona. He has experience in the seafood logistics sector and the golf industry.
Structured Financial Planning
3 Lyon's Den
28 Low St