Meet the Team


We are a private limited company with an Independent Financial Adviser, Paraplanner, and an Administrator:

Vivien Scott – Senior Administrator

Romi – Company Mascot

Zander Milne BSc MBA DipPFS – Director and Independent Financial Adviser

Neil Robertson DipPFS – Paraplanner


We have on offer well over 100 years’ experience in this industry gained within National Financial Services Companies and Independent Financial Advice Firms, covering most aspects of Financial Planning.


Want to know more?

Call us on 01224 630302 or email at