Our Team

Whilst all of our advisers routinely deal with most aspects of general financial advice, some have particular interests; so you may find the following information useful, should you wish to contact an adviser specialising in a particular area.  Our people are all very experienced, most having been part of the industry for more than 20 years.


Stuart McGeoch, Managing DirectorNEW_Stuart_McGeoch.jpg

In addition to his management responsibilities, Stuart advises his own personal clients, and specialises
in investments, pensions and the corporate market.

Stuart’s interests include fitness, football, and motivational speaking.  He is a member of Mindstore.

Tom Mooney, DirectorTomMooney.jpg

Tom is Head of Compliance and managing our advisers, he also looks after his personal clients.

He specialises in pensions and investments and has over 27 years of experience in all aspects of financial planning. Tom is interested in travelling and playing golf.


Lesley Logan, Mortgage ManagerLesley_Logan.jpg

Lesley has over 27 years experience in all aspects of financial planning.

She specialises in Pensions, Investments & Mortgages.


Iain McDonald, Corporate Financial AdviserIain_McDonald.jpg

Iain specialises in advising business owners on business protection, pensions and investments.

Iain’s interests include fishing, travel, golf, snooker, and reading.


Financial Advisers

Ambrose Barclay, IFAAmbi_Barclay.jpg

Ambrose specialises in pensions, investments and mortgages.

Interests include football, keeping fit and badminton.


Mark Brown, IFAMark_Brown.jpg

Mark specialises in mortgages, pensions and investments.

He is a skilled golfer, and enjoys dining out and keeping fit.


John McKendrick, IFAJohn_McKendrick.jpg

John has 30 years experience in financial services and specialises in family protection, business protection, pensions and investments.

His interests include golf, rugby, swimming and reading.


Douglas McDiarmid, Chartered Wealth Manager Douglas_McDiarmid.jpg

Douglas is a Certified Financial Planner and a Chartered Fellow of the Institute of Securities and Investments. He provides holistic Financial Planning in such areas as Pensions, Investments, Tax & Trust planning and Long Term Care, holding specialist qualifications in a number of these areas. 

In his spare time he enjoys reading, holidays and his family.

Simon Sayeed, Wealth ManagerNEW_Simon_Sayeed.jpg

Simon has ten years of banking experience, and specialises in investment, pension, tax and trust work.

He likes cycling and swimming, and is keenly interested in politics and finance, both global and domestic.


Bobby Barclay, Mortgage & Protection AdviserAnna_Johnstone.jpg

Bobby advises on Mortgages & Protection. He is a member of the Society of Mortgage Professionals (SMP).  In his spare time Bobby enjoys dining out, travelling, going to the gym and playing five-a-sides.

He has a keen interest in watching football and boxing.


John Bache, Financial AdviserJohn_Bache.jpg

John deals with mortgages, buy to let mortgages and family protection.

He is a keen walker, and plays five a side football and squash.


Donald Watt, IFANEW_Donald_Watt.jpg

Donald has been advising since 1999 and specialises in pension transfers, planning for retirement, investment planning and later life advice. He is a fully accredited member of the Society of Later Life Advisers (SOLLA). He enjoys watching most forms of motorsport and taking driving or motorcycling trips across Europe. Sightseeing new and interesting places with his Family is a particular favourite.



Administration Staff

Maureen Coleman
PA to Stuart McGeoch

Jo Meechan
PA to Mark Brown

Shirley Turnbull
PA to Stuart McGeoch

Laura Griffin
Administration/Office Manager

Jack Hendry

Annemarie Toehill

Gillian McKinlay
PA to Mark Brown

Claire Hunter

PA to Tom Mooney

Amanda Donald
PA to Donald Watt


Our Services