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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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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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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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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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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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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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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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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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…
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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…
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