David Baker Investment Adviser

35 years industry experience
Private Client Investment Advice & Management (Level 6)
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Ian Blackman Investment Adviser

39 years industry experience
Investment Advice Certificate (Level 4 with gap fill)
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Allan Stewart Investment Adviser

17 years industry experience
Private Client Investment Advice & Management (Level 6)
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Adrian Starr Investment Adviser

22 years industry experience
Private Client Investment Advice & Management (Level 6)
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Matthew Bailey Investment Adviser

16 YEARS INDUSTRY EXPERIENCE
CHARTERED WEALTH MANAGER QUALIFICATION (LEVEL 7)
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Gill Thompson-Daly Compliance Officer, MLRO & MLCO

18 years industry experience
IAC (Level 4) / IAC in Compliance and Financial Crime (ICA)
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Sarah Lonergan Executive Assistant

11 years industry experience
International Certificate in Wealth & Investment Management (Level 3)
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