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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 four-year training programme.
Although our recruitment processes are highly selective this means that we have complete confidence in every member of our advisory team. At Balmoral 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 advisers and ensuring that they have the highest commitment to ongoing training and development is a critical part of the process.
Stuart founded the company in 1999 having previously spent many years as an investment adviser. Stuart has a wealth of experience and is widely considered to be one of the most accomplished advisers in the UK.
During the course of the company's development Stuart has spent time as both a pensions specialist and head of the company's investment department. He now spends the majority of his time advising on private client wealth management strategies and he has a particularly strong reputation in the area of taxation and estate planning.
Alan joined the company in May 2004 and has over 20 years experience as both a financial services expert and as a director of some of the industry's most successful businesses.
Alan has an enviable reputation for advising on taxation and estate planning, private client wealth management and employee benefits packages for high quality corporate organisations.
Mark heads our Pensions Department. He joined Balmoral in January 2001 having amassed a wealth of pensions experience since entering the sector in 1990. He advises on the full range of personal and corporate financial planning matters and specialises in the area of personal retirement strategies. In 2005 he became one of the UK's first Chartered Financial Planners and in 2006 he was accepted as a Fellow of the Personal Finance Society.
Euan joined Balmoral in 1999 having graduated with an honours degree in Financial Services. Although Euan advises on all aspects of financial planning, his particular areas of expertise are investment and estate planning. He has responsibility for the company's Investment Department, a critically important aspect of the business, and is a Chartered Financial Planner.
Patrick joined Balmoral's Graduate Training Programme in 2002 and became a fully qualified financial adviser in 2004. Patrick advises on all aspects of personal financial planning including retirement solutions, strategies for investments, estate planning, protection and savings.
Scott has worked in the financial services sector since 1995. He is a fully qualified financial adviser and joined Balmoral in 2004. Scott oversees the smooth operation of Balmoral's Employee Benefits Department and also advises private clients on personal financial planning matters including retirement planning, investment strategies, protection and savings.
Chris is a product of the firm's Graduate Training Programme. He joined Balmoral having read Economics at Edinburgh University and has a background in investments having worked for a notable fund management group during his time at university. Chris became a fully qualified adviser in 2008 and now advises on many aspects of personal financial planning, including retirement solutions, strategies for investments, protection and savings.
Douglas joined Balmoral in 2007 after graduating from Heriot Watt University with an MA in Business and Finance. Douglas is now a fully qualified adviser having completed our Graduate Training Programme and advises clients on a broad range of personal financial planning including investment strategies, retirement solutions, protection and savings.
