Our team

Say hello to the people behind your plans. Read about their experiences, discover their personalities, and find out why clients value their advice.

Kate Finlayson
Director and Chartered Financial Planner
Mhairi Finlayson
Associate Financial Planner
Cammy Finlayson
Business and Client Support

Ready to talk?

If you are ready to talk through your plans, questions, or concerns, we would be pleased to discuss how we can help.