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.
- Armstrong, Paul Head of Operations 0131 221 6974
- 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
- Considine, Douglas Director 0131 221 6978
- Cowan, Cari Senior Financial Services Administrator 0131 221 6997
- Denmark, Peter Wealth Management Specialist 0131 221 6981
- Gray, Jenna Executive Assistant 0131 221 6985
- Hendry, Chris Director 0131 221 6977
- Lance, Tom Financial Planner 0131 221 6988
- Lynch, Jack Financial Planner 0131 221 6973
- MacDonald, Charlie Financial Planner 0131 221 6964
- MacDonald, James Financial Planner 0131 221 6966
- MacDonald, Stuart Managing Director 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
- Proven, Kirsty Executive Assistant 0131 221 6995
- Reilly, Rossa Wealth Management Specialist 0131 221 6984
- Ross, Heather Learning and Development Director 0131 221 6998
- Salmond, Douglas Trainee Wealth Management Specialist
- Scott, Beth Financial Services Administrator 0131 221 6982
- Todd, Cassie Financial Services Administrator 0131 221 6963
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.