Martin MacLeod's History

Martin is our Client Account Executive. His 15 years’ experience in Financial Services has seen him working in Stockbroking, Investment Management and Pensions. His specialist areas within our company are supporting advisers in the research, reporting and suitability of investment, tax and retirement planning. He is a member of the Chartered Insurance Institute and completing the relevant examinations to become a Chartered Financial Planner.

Other Team Members

David Flavell

Dip PFS & CeMap

Iain McQueen

Cert OFS

Steven Fraser


Christopher Doak