Balmoral Asset Management

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 four-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
Barrie, Kathleen Financial Planner 0131 221 6992
Bell, Patrick Wealth Management Specialist 0131 221 6975
Blackwood, Tony Senior Pensions Technician 0131 221 6980
Burrell, Mark Director 0131 221 6971
Carpinelli, Michelina Practice Manager 0131 221 6996
Connelly, Sue Management Accountant 0131 221 6970
Considine, Douglas Director 0131 221 6978
Coverdale, Crea Trainee Wealth Management Specialist 0131 221 6976
Denmark, Peter Wealth Management Specialist 0131 221 6981
Docherty, Niamh Financial Planner 0131 221 6987
Gokyigit, Gorkem Wealth Management Specialist 0131 221 6989
Heaney, Scott Financial Planner 0131 221 6993
Hendry, Chris Director 0131 221 6977
Hughes, Michaella Personal Assistant 0131 221 6959
Lance, Tom Financial Services Administrator 0131 221 6988
Lynch, Jack Financial Planner 0131 221 6973
MacDonald, Stuart Managing Director 0131 221 6965
McCreadie, Dominic Head of Operations 0131 221 6974
McMillan, Darren Financial Services Administrator 0131 221 6979
Paraiwa, Erlend Trainee Financial Services Administrator 0131 221 6962
Paterson, Craig Senior Financial Services Administrator 0131 221 6990
Reilly, Rossa Wealth Management Specialist 0131 221 6984
Ronaldson, Lois Senior Pensions Technician 0131 221 6982
Ross, Heather Head of Adviser Academy 0131 221 6998
Sinclair, Siobhan Senior Financial Services Administrator 0131 221 6986
Smedley, Ben Trainee Wealth Management Specialist 0131 221 6999
Stirling, James Wealth Management Specialist 0131 221 6991
Wallace, Bonnie Executive Assistant 0131 221 6995

Balmoral Asset Management Limited

T: 0131 221 6950

F: 0131 221 6951

E: admin@balmoralasset.com

Registered in Scotland No. SC182721

Balmoral Asset Management Ltd is authorised and regulated by the Financial Conduct Authority. Tax advice is not regulated by the Financial Conduct Authority.