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.