Our People
Our aim is to establish very long-term relationships with our clients that offer security, commitment and peace of mind. Selecting the correct quality of people is a critical part of the process.
Advisers join Balmoral in one of two ways. Our experienced advisers joined the company after being highly recommended by some of our professional connections. Our other advisers are the product of our graduate training programme where we select the 'cream of the crop' and provide them with a detailed six-year training programme.
At Balmoral, our aspiration continues to be that 'one day' we will be recognised as a centre of excellence. To have any hope of achieving this, we recognise that selecting the best possible people and investing heavily in their training and development is essential.
- Atkinson, Euan Director 0131 221 6972
- Bell, Patrick Wealth Management Specialist 0131 221 6975
- Blackwood, Tony Senior Pensions Technician 0131 221 6980
- Burrell, Mark Director 0131 221 6971
- Clark, Cameron Financial Planner 0131 221 6961
- Connelly, Susanne Management Accountant 0131 221 6970
- Cowan, Cari Senior Financial Services Administrator 0131 221 6997
- Denmark, Peter Wealth Management Specialist 0131 221 6981
- Hendry, Chris Director 0131 221 6977
- Hughes, Michaella Personal Assistant 0131 221 6979
- Lance, Tom Trainee Wealth Management Specialist 0131 221 6988
- Lynch, Jack Financial Planner 0131 221 6973
- MacDonald, Charlie Trainee Wealth Management Specialist 0131 221 6964
- MacDonald, James Trainee Wealth Management Specialist 0131 221 6966
- MacDonald, Stuart Managing Director 0131 221 6985
- McShane, Sharen Support Staff Co-ordinator 0131 221 6985
- Mitchell, Leanne Financial Services Administrator 0131 221 6994
- Paraiwa, Erlend Financial Services Administrator 0131 221 6962
- Paterson, Craig Senior Financial Services Administrator 0131 221 6990
- Reilly, Rossa Wealth Management Specialist 0131 221 6984
- Ross, Heather Learning and Development Director 0131 221 6998
- Stevenson, Clodagh Financial Planner 0131 221 6983
Registered in Scotland No. SC182721
Balmoral Asset Management Ltd is authorised and regulated by the Financial Conduct Authority (FCA). Advice on Tax, Trusts and Wills is not regulated by the FCA. The value of investments can go down as well as up and you could get back less than you invested.