About Thorntons Wealth

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“A rich, dark, healthy place … and a beautifully lit vantage point from which to look at the world.” Songwriter Michael Marra, the ‘bard of Dundee’.

Dundee is a small city with a history of seriously punching above its weight. It’s a pioneering city, from Captain Scott’s Discovery to contemporary medical and surgical breakthroughs.

With its roots in whaling and its reputation made on ‘jute, jam and journalism’, emerging Dundee investment houses were at the forefront of the financing of the American settlers and railroads in the 1880s.

It’s a city that’s enjoying a cultural renaissance, with the V&A and other developments on the banks of the Tay, and leading the way in the global games industry.   The “thriving, creative” city of Dundee was also rated as one of the best places in Europe to visit in 2018 by Lonely Planet.

Thorntons Wealth is proud of its Dundonian beginnings but our reach extends well beyond the city with offices in Aberdeen and Edinburgh. The characteristics and values of our Scottish heritage are replicated in the values and character of our team; prudent, down-to-earth, hospitable, self-deprecating, but positive and outward looking, able to see an opportunity where others only see an obstacle.

 

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Meet the Team

Stephen Webster
Chief Executive
Matt Strachan
Chief Investment Officer
Chris Forde
Head of Financial Planning
Susan Bennett
Chartered Financial Planner
Graeme Young
Chartered Financial Planner
Rory Matheson
Chartered Financial Planner
Margaret McIntosh
Chartered Financial Planner
Stewart Taylor
Financial Planner
Alison Bayne
Financial Planner
Kelly Pitcairn
Financial Planner
Richard Forde
Financial Planner
Scott Cassie
Financial Planner
Matthew Brown
Head of Discretionary Portfolio Management
Tim Ritchie
Financial Controller
Leigh Hudson
Human Resources Manager
Andrew Park
Trainee Financial Planner
Shirley Robertson
Compliance Manager
Kim Storey
Client Support Team Manager
Anne Rose-Smith
Paraplanner
Ciaran Garvey
Investment Manager
Yan Gong
Paraplanner
Catherine Jackson
Research Assistant
Sean Fraser
Investment Operations Administrator
Nayomi Stewart
Trainee Paraplanner
Ed Rosengarten
Non Executive Director
Dylan Cooney
Trainee Paraplanner
Rhea Shearer
Trainee Paraplanner

Chief Executive

Stephen Webster

As Chief Executive, Stephen embodies the energy and passion of our team, leading with an entrepreneurial flair and a sincere commitment to our staff, clients and stakeholders. Stephen has more than 25 years’ experience as an investment management professional and has a detailed knowledge of model portfolio methodology, private equity and corporate pension legislation.

Something you didn’t know about Stephen:

Stephen is passionate about the Gaelic culture and language which is perhaps why he owns so many tweed suits and socks. When Stephen is not working he can usually be found on the Island of Barra in the Western Isles helping with the family croft.


Chief Investment Officer

Matt Strachan

Matt has over 30 years’ industry experience, and as head of our investment management function has overall responsibility for managing our range of MPS portfolios and AIM IHT Portfolio Service.  His long-term investment discipline generated strong performance when he managed the Alliance Trust Investments North America Equity Fund, receiving a Morningstar/OBSR Bronze award within one year of fund launch.  Matt’s considerable international investment experience saw him successfully selling out of Japan at the top of the market (1989/90), a bold move made with analytical and measured judgement.

Something you didn’t know about Matt:

Matt was scouted for a 1980s Jackie magazine photoshoot. He chose not to pursue a modelling career, and, luckily for us, instead focused on his financial services career.

‘Excellence is not a single act, but a habit. You are what you repeatedly do.’

– Aristotle


Head of Financial Planning

Chris Forde

Chris started his career in the industry in 2004 after graduating from Abertay University with a Degree in Business Studies specialising in Financial Services.  As well as obtaining his qualifications to become a financial planner Chris has continued to develop his business knowledge along the way something which he started at the ripe old age of 14 when his focus in school was business studies.  He has experience in running and operating a financial planning business adapting to the changes and challenges over the last 16 years which will help him in his role in the team.   He advises clients on their Investments, Pensions, Protection, Inheritance Tax planning as well as helping corporate clients with their employee benefits.  Chris really enjoys using cash flow planning tools to help clients get a glimpse of their financial future.

Something you didn’t know about Chris 

Chris has three chickens which each of his three children named Becky, Scrambled and Soapy Dopey! 

Mantra

Don’t be afraid of a blank sheet of paper when making changes. Look forward and learn from your mistakes.


Chartered Financial Planner

Susan Bennett

Susan has an extensive career in banking and financial services and over 20 years’ experience in advising high net worth clients. Susan has shown her commitment to the industry by obtaining Fellowship of the Personal Finance Society, a qualification that is universally regarded as the premier qualification for those working in the financial services industry. As well as advising on Investments, Pensions, Protection and Inheritance Tax, Susan can also assist elderly clients requiring help with their changing financial needs.

Something you didn’t know about Susan:

Susan is at the gym at least three times per week, and enjoys yoga.

Mantra: Every day is a school day – we are constantly learning in financial services.


Chartered Financial Planner

Graeme Young

Widely regarded as one of the most influential advisers in the industry, Graeme was one of the first financial specialists in Tayside to be awarded Chartered Financial Planner status by the Chartered Insurance Institute, and since 1998, has played a key role in our Financial Planning team. With over 30 years’ experience, Graeme holds an Advanced Financial Planning Certificate and a Securities Institute Diploma, is an Associate of the Personal Finance Society and also a Fellow of the Securities and Investment Institute. Graeme advises both individuals and businesses on investment, retirement planning, pensions, protection products and Inheritance Tax planning matters.  Graeme is a well recognised and respected financial adviser in our community and always takes the time to truly understand what matters to his clients

Something you didn’t know about Graeme:

Graeme dreams of getting back to single figure golf handicap.

Quote: “We don’t stop playing because we grow old, we grow old because we stop playing.”


Chartered Financial Planner

Rory Matheson

Rory has worked in financial services since 1989 and as an Independent Financial Adviser since 1992. Rory previously founded Matheson Financial Consulting Ltd in 2003, this was subsequently amalgamated into Thorntons Investment Management Ltd in late 2020.

Rory spends much of his spare time tinkering with vintage motorcycles and vintage trucks, to the extent that he sat his full HGV Class 1, 2 & 3 licenses in his holidays over the past few years. Rory can also knock a tune or two up on a ukulele and has a desire to improve his conversational French which is where he holidays usually.


Chartered Financial Planner

Margaret McIntosh

Margaret has a BA (Hons) in Law and Management, a Master’s Degree in Finance and Investment Management and became a Chartered Financial Planner in December 2014. Having worked in financial services since graduating in 1998, and following  a period working with Brewin Dolphin, Margaret joined Matheson Financial in 2009 and is recognised and trusted by her clients for her commitment, dedicated work ethic and clear advice. 

Outside the office, Margaret lives in rural Aberdeenshire and enjoys time with her family and indulging her passions for travel, walking the family dog  and volunteering at her local youth group.


Financial Planner

Stewart Taylor

Stewart is an experienced Independent Financial Adviser who has been providing financial planning advice to individuals and corporate clients for over 17 years. He is a member of the Chartered Institute of Insurance and specialises in providing investment, inheritance tax planning, pension and protection solutions for his clients.  Stewart is currently working towards achieving an accreditation to become a Later Life Adviser, focusing on the financial planning needs of older clients.

Something you didn’t know about Stewart:

Stewart is a sports enthusiast and enjoyed skiing until he required the assistance of the ski police to rescue him from an Italian mountain. He now prefers safer sports like running and swimming!


Financial Planner

Alison Bayne

Alison offers independent and whole of market financial advice to individuals, trusts and businesses within a range of financial planning and investment services and products.  The advice includes a comprehensive range of financial planning and tax matters, including investment, pension and retirement planning and protection.  She is a member of The Chartered Insurance Institute.  

Something you didn’t know about Alison:

Alison skydived from 15,000ft over Lake Taupo in New Zealand whilst taking in the views of the scenery from The Lord of the Rings trilogy.

Mantra: Treat other people as you would like to be treated; remember small kindnesses and forget small faults.

 


Financial Planner

Kelly Pitcairn

Kelly began in the industry in 2010 as a Trainee Paraplanner with Matheson Financial after obtaining a BA (Hons) in Law and Management.  

Having gained valuable experience within the industry Kelly further obtained a Diploma in Regulated Financial Planning and progressed to a Wealth Manager where her role involves offering advice in a full range of financial planning matters including pension, protection, investment and retirement advice.  

Kelly finds her role incredibly rewarding as she enjoys building a relationship with her clients to be able to develop a financial plan to help meet their individual goals and objectives, in her words it is ‘an incredible journey to go on and be part of’.  

Kelly is currently working towards achieving her Chartered Financial Planner status. 

Something about Kelly:

Kelly loves to travel and see new places but closer to home enjoys long walks with her dog and spending time with loved ones.  Also enjoys supporting local and national charities through fundraising. 

Mantra: 

Celebrate every win, no matter how small


Financial Planner

Richard Forde

Richard has been working in the financial services industry since 2010 working his way up from office administrator to a financial planner.  He offers whole of market financial advice to private clients to help them achieve their financial goals, as well as those individuals looking to plan further ahead for the next generation.  He is a member of The Chartered Insurance Institute.

Something you didn’t know about Richard:

Although he has had type 1 diabetes for over 20 years, he doesn’t let it slow him down and is a keen snowboarder.  He also did a skydive from over 14,000 feet in his early 20’s for a cancer charity.

Mantra:

Try everything at least once.  You never know, you might like it.


Financial Planner

Scott Cassie

Scott started his financial services career on the south coast of the UK in Devon soon after he graduated from the University of Edinburgh. He returned to his native Scotland in 2019 to continue his training and grow his experience in the financial services industry. Scott advises on pensions, savings, protection and investments.

Scott is a member of the Chartered Insurance Institute (CII) and he holds the Diploma in Regulated Financial Planning. He is working towards achieving chartered status.

Something you didn’t know about Scott:

Scott loves to travel and get to know new people and cultures. While studying, Scott took the opportunity to live in Strasbourg in France and Hamburg in Germany to develop his language skills.

Mantra:

“Today is your day! Your mountain is waiting so get on your way.” – Dr Seuss


Head of Discretionary Portfolio Management

Matthew Brown

A Fellow of the Chartered Institute for Securities and Investment, and with coveted Chartered Wealth Manager status, Matthew was a welcome addition to our team in 2016. With over 10 years of investment experience, working in both large and small organisations, most recently at Brewin Dolphin, Matthew manages portfolios for individuals, trusts and charities. Matthew enjoys working with clients to provide them with the best service throughout the different stages of their lifetime and as their goals and objectives change.

Something you didn’t know about Matthew:

At age 15, Matthew was a World Champion bagpiper as part of a Juvenile Pipeband.

Mantra: Do it today, life’s too short.


Financial Controller

Tim Ritchie

With over 25 years of accountancy experience, Tim has worked in private practice and a variety of industries ranging from a chain of night clubs to a country estate.  Tim joined Thorntons Investments in 2014, and plays a key role in our strategic growth plans. The highlight of Tim’s day is being part of a great team – his dry humour helps to make numbers fun!

Something you didn’t know about Tim:

Tim has been learning to play the saxophone for the last ten years.


Human Resources Manager

Leigh Hudson

Leigh looks after the wellbeing of our team. A Yorkshire lass with over 20 years’ experience as an HR specialist, Leigh chose to move from a large PLC to join our team – enticed by our entrepreneurial spirit and ambition.  Leigh deals with all our HR functions, from recruitment and resourcing to policy development and employee relations. Her ongoing work with personal development and employee relations contributes to a business culture we are proud to be part of.

Something you didn’t know about Leigh:

Leigh left the bright lights of London for rural Perthshire. She has four pet donkeys and an ongoing house restoration.

Mantra – Always treat others how you would expect to be treated


Trainee Financial Planner

Andrew Park

Andrew worked in banking for 8 years in a number of management and sales related roles before joining Thorntons Wealth in February 2022. He is currently working towards his diploma in regulated Financial Planning.

Something you didnt know about Andrew:

As a Christian he is a leader at the youth clubs organised by his local church and regularly spends time in the summer as a leader at a youth camp. In his spare time he enjoys running, playing football and golf.


Compliance Manager

Shirley Robertson

Shirley’s career in Financial Services spans 30 years, starting at Gateway Building Society in a customer services role and moving on to Bradford & Bingley where she gained her professional qualifications, undertaking the role of Senior Financial Planning Adviser.   Eager to further her career, she was delighted to be selected as the first Branch Manager of a new local branch of Skipton Building Society who were expanding their network of branches in Scotland. Shirley has spent most of her career in a client facing role, however, in more recent years, she has been using that experience and applying it to her current role as Compliance Manager.  Regulation is fast moving and ever changing; the role of the Compliance Team in Thorntons Investments is to keep abreast of those changes and ensure we look after our valuable client relationships.

Something you didn’t know about Shirley:

Shirley was a member of the Territorial Army Royal Signals Regiment and was recognised nationally with an outstanding recruit award after completing military training – never afraid to get her hands dirty.

Mantra: little things can have a big impact.


Client Support Team Manager

Kim Storey

Kim started her career 21 years ago as an office junior working for Thorntons Solicitors in Arbroath, before moving into the Investment team.  In 2002 She moved firms before re-joining Thorntons Investments 13 years later.  Kim holds her Level 4 Diploma in Financial Services and is currently working towards Chartered status.

Kim is committed to our Financial Advisers in providing the best service she can to our clients.

Something about Kim –

She enjoys keeping fit and is a keen runner, in between running her twin girls to swimming galas.

Mantra:

Life is short you never know what is around the corner, enjoy each day and be happy!

 


Paraplanner

Anne Rose-Smith

Born and raised in the suburbs of London, Anne started her working life with NatWest Bank before a couple of career moves saw her end up running the operations department of a commodities broker in the City of London. The opportunity to move on to something different was grabbed with both hands and she moved to Dundee in 2017 to join Thorntons Investments. Now a Diploma Qualified Paraplanner, she works from home whilst attempting to supervise her Tibetan Terrier.


Investment Manager

Ciaran Garvey

Ciaran joined Thorntons Investments in 2011 and is based in our Edinburgh office. He is part of our investment management team focusing on the selection of AIM listed companies for our AIM IHT proposition.  Ciaran is a Chartered Member of the CISI, and in 2013 he was the top Scottish performer in the CISI Masters exam.

Something you didn’t know about Ciaran:

Ciaran is a keen sports fan.


Paraplanner

Yan Gong

Yan joined Thorntons Investments in 2017 prior to which she worked in financial services for a number of years.  She holds a Masters Degree in Finance from the University of St Andrews and has been awarded the Skandia Quaich for Financial Planning Certificate by the CISI for her exemplary exam attainments.  Yan is now currently studying towards the Diploma in Financial Planning.  She is training as a Paraplanner and has a particular interest in Taxation and Pensions. 

Something about Yan:

She is originally from Shanghai, and is fluent in Mandarin.  In her spare time, she enjoys acrylic painting and is also a keen park runner.

 


Research Assistant

Catherine Jackson

Catherine joined us in 2011 and among her many key responsibilities are the monitoring of our model portfolios and their underlying holdings, and ensuring the smooth running of our models on all platforms.  Her knowledge of third-party platforms and their operation is put to good effect in the support we provide advisers using our services. 

Something you didn’t know about Catherine:

With a degree in Scots Law and another in Mathematical Sciences, she is a fantastically multi-dimensional asset to our team.


Investment Operations Administrator

Sean Fraser

Sean joined Thorntons Investments in August 2020 after leaving Alliance Trust Savings. He graduated from the University of Abertay with a Degree in Business Management, with a focus on Economics and International Business. He is currently undertaking the CFA Investment Management Diploma.

Sean likes to pursue athletic events and has completed one of the Seven Summit Challenges, climbing Kilimanjaro in 2015.


Trainee Paraplanner

Nayomi Stewart

Nayomi joined MFC in June 2017. She has a BA (hons) in Publishing with Journalism and worked in various sales support roles prior to moving into financial services. She is currently working towards her diploma in regulated Financial Planning. 

Nayomi enjoys hill walking and recently started attempting some Munros.


Non Executive Director

Ed Rosengarten

01382 797600

Trainee Paraplanner

Dylan Cooney

Dylan joined Thorntons Investments as a 19-year-old apprentice in 2016 and is now studying towards the Diploma in Financial Planning.  He is hoping to progress his career as a Financial Adviser with Thorntons in the coming years.

Dylan enjoys interacting with clients and helping them in any way he can.

Something you didnt know about Dylan:

He does not have very much time on his hands, away from work he manages a local football team, runs his own small business and goes to the gym as often as he can.

 


Trainee Paraplanner

Rhea Shearer

Rhea began her work at Matheson Financial in 2016, after obtaining a First Class LLB (Hons) in Law at the University of Aberdeen. She started work within the I.T and Projects side of the business, before making a change and joining the Financial Planning team in 2022. She is working towards her diploma in regulated Financial Planning.

Something you didn’t know about Rhea:

Rhea climbed the highest mountain in North Africa and trekked along the coast of Morocco in 2015 to raise funds for Childreach International.

Outside of work Rhea enjoys spending time with her family and walking her rescue greyhound. Rhea also enjoys yoga & meditation.


Our History

We have advised clients on financial planning and investments across the UK since 1995. Dundee is our head office but with our presence in Aberdeen and Edinburgh we have the resources and capacity to provide our services to our clients to matter where they are based.

Initially part of Thorntons Solicitors, one of the largest legal practices in Scotland our business separated from the legal firm in 2014. Since then we have grown steadily to create a platform for our clients’ financial aspirations to flourish.

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Reducing our carbon footprint

May 10, 2022

As a business we recognise the need to do more to reduce our carbon footprint and we are exploring ways to lower emissions and promote sustainability ...

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