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.
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Atkinson, Euan
Director
0131 221 6972
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Bell, Patrick
Wealth Management Specialist
0131 221 6975
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Blackwood, Tony
Senior Pensions Technician
0131 221 6980
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Burrell, Mark
Director
0131 221 6971
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Cairns, Will
Trainee Wealth Management Specialist
0131 221 6989
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Clark, Cameron
Trainee Wealth Management Specialist
0131 221 6961
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Connelly, Sue
Management Accountant
0131 221 6970
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Considine, Douglas
Director
0131 221 6978
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Coverdale, Crea
Financial Planner
0131 221 6976
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Cowan, Cari
Senior Financial Services Administrator
0131 221 6997
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Denmark, Peter
Wealth Management Specialist
0131 221 6981
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Forrest, Neil
Chief of Staff
0131 221 6974
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Hendry, Chris
Director
0131 221 6977
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Lance, Tom
Paraplanner
0131 221 6988
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Loftus, Catherine
Compliance Consultant
0131 221 6987
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Lynch, Jack
Financial Planner
0131 221 6973
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MacDonald, Stuart
Managing Director
0131 221 6965
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McShane, Sharen
Executive Assistant
0131 221 6985
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Mitchell, Leanne
Trainee Financial Services Administrator
0131 221 6994
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Ovens, Lee
Executive Assistant
0131 221 6982
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Paraiwa, Erlend
Financial Services Administrator
0131 221 6962
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Paterson, Craig
Senior Financial Services Administrator
0131 221 6990
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Reilly, Rossa
Wealth Management Specialist
0131 221 6984
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Ross, Heather
Head of Adviser Academy
0131 221 6998
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Smedley, Ben
Financial Planner
0131 221 6999
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Stevenson, Clodagh
Trainee Wealth Management Specialist
0131 221 6983
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Wallace, Bonnie
Executive Assistant
0131 221 6995