Elmira Donald

21 Dec 2023
Elmira Donald

Elmira Donald

Elmira began her career in financial services in Aberdeen after graduating from Robert Gordon University. Later, she spent several years in Malaysia, offering holistic financial planning services to expatriates in Southeast Asia. Elmira is deeply passionate about offering comprehensive financial planning to assist clients in reaching their long-term goals. Her focus is on ensuring the…

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3 Oct 2023
Phil Annand

Phil Annand

Phil’s financial services career spans over 43 years and during this time has helped many clients towards achieving their life goals by delivering effective lifestyle financial planning strategies. He is a member of the Chartered Insurance Institute and holds a Diploma in Regulated Financial Planning.   Something you didnt know about Phil : Phil enjoys…

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7 Jun 2022
Adam Rutter

Adam Rutter

Adam started his financial services career on the Isle of Man and subsequently returned to Dundee in 2015 to gain further experience.  He advises on pensions, savings, protection, and investments. He is a Chartered member with the London Institute of Banking & Finance (LIBF) and has attained the Diploma in Financial Planning with the Chartered…

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7 Jun 2022
Jonathan Walkingshaw

Jonathan Walkingshaw

Jonathan hails from Cumbria, and it is there he began his career as a financial planner in early 2007. Since that time Jonathan has worked assisting private clients, trusts and corporates from the Lake District to London, to tax-efficiently build, manage, and perhaps most importantly, enjoy their wealth. Beyond the fundamentals of financial planning Jonathan…

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13 Apr 2022
Rhea Shearer

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…

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13 Apr 2022
Dylan Cooney

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…

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13 Apr 2022
Scott Cassie

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…

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13 Apr 2022
Andrew Park

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…

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29 Jan 2021
Nayomi Stewart

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.

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22 Jan 2021
Richard Forde

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…

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