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.

Principals

Stuart McGeoch, Managing Director

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, Director

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 28 years of experience in all aspects of financial planning. Tom is interested in travelling and playing golf.

Lesley Logan, Independent Financial Adviser

Lesley has over 28 years experience in all aspects of financial planning.

She specialises is pensions, family protection and mortgages.

She is an avid reader and enjoys fine dining and socialising.   

Iain McDonald, Corporate Financial Adviser

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, IFA

Ambrose specialises in pensions, investments and mortgages.

Interests include football, keeping fit and badminton.

John Curran, Consultant

John is an Investment and Pension professional with over 30 years industry experience. He prides himself in giving clients sensible and measured advice allowing them to achieve their financial goals with confidence. Apart from looking after his 3 children he enjoys running, golf and the great outdoors.

Alasdair Macanna, Financial Consultant

Alasdair has worked within the Financial Services Sector for more than 40 years. He specialises in Investment Planning including Inheritance Tax Mitigation. He also creates Portfolios for Investment and Pension funds aswell as advising on Protection Policies, Mortgages and Equity Release. His hobbies include golf, rugby and travel.

John McKendrick, IFA

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 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 Manager

Simon has 15 years of experience in Financial instructions such as Investment Management, Pension, Tax and Insurance and he specialises in Inheritance Tax Planning. In addition he has worked and researched the much needed area on NHS pension over the past 3 years. He has a keen interest in politics and finance both global and domestic.

Bobby Barclay, Mortgage & Protection Adviser

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 Adviser

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, IFA

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.

Jonathan Stevenson, IFA

Jonathan is a Certified Financial Adviser and is currently working towards chartered status. He is able to offer holistic financial planning covering the 4 key life stages of financial planning ranging across Mortgages including later life Mortgages (Equity Release), Family and Business Protection, Pensions and Investments.

In his spare time Jonathan enjoys spending time with him family and 4 young daughters. Jonathan has a keen interest in sport and enjoys running, cycling and swimming.

Jonathan’s brother Alasdair currently supports Jonathan in an Administrative role and is working towards his diploma in financial planning.

Iain Johnstone, Financial Adviser

Iain has over 25 years’ experience in financial services and specialises in Mortgages and Equity Release. He is also a professional Will Writer.

Iain is a member of the Personal Finance Society, The Society of Mortgage Professionals and the Chartered Insurance Institute.

He likes all sports, music and foreign travel.

Iain works from Your Financial Solutions office in Clydebank.

Dawn McLellan, IFA

Dawn has over 25 years’ experience in all aspects of financial planning. She specialises in Pensions, Investments, Mortgages and Protection.

She enjoys travel, socialising and spending time with her family.

Dawn works from Your Financial Solutions office in Clydebank.

Ricardo Gorvin, Associate

Ricardo has 10 years of experience in Financial Services.  He is qualified as a Chartered Financial Planner and has a particular interest in pensions and personal taxation.

In addition to dealing with his own clients he also works alongside Alasdair Macanna in a supporting role.

Ricardo in his free time is keen on football, squash, running and politics.

Evan Dunn, Financial Adviser

Evan specialises in Personal and Business Protection. 

He has 5 years of experience working in both personal and business banking and a further 2 years working under Stuart McGeoch as his associate, dealing with all aspects of Financial Analysis and Client Servicing. He's certified by the IOEE and the Chartered Banker Institute and holds both RO1 and RO5 qualifications.

In his spare time, he enjoys travelling, walking his dog and playing football.

Lisa Barnes, IFA

Lisa deals in all areas of Financial Advice and Wealth Management, including Mortgages and Protection, specialising in Business Protection and Private Medical Insurance.

She is currently working towards her chartered status and in her spare time, enjoys keeping fit and spending time with friends and family.

Administration Staff