Meet the Team

We are a private limited company with one director, one further Independent Financial Adviser and two Administrative staff:

Pauline Robertson FPFS – Chartered Financial Planner, Pension Specialist

Zander Milne BSc MBA DipPFS – Director and Independent Financial Adviser

Vivien Scott – Senior Administrator

Shirley Smith – Administrator

We have on offer a total of over 100 years experience in this industry gained within National Financial Services Companies covering all aspects of Financial Planning.


Want to know more?

Call us on 01224 630302 or email at