The Glasgow office has more than 40 members of staff in the investment management division. We have been working with individuals, families and businesses across Glasgow and the UK, providing successful investment solutions for almost two decades. Our portfolio management services cover private clients, ISAs, charities, trusts, pension funds, and SIPPs, and we have executives with specialist knowledge in all of these areas.
Our team of financial planners offer an integrated service, designed to take a holistic view of clients’ financial circumstances. In addition to offering a full strategic financial planning package, we can also work on specific projects such as estate planning, school fee planning, pensions, and tax efficient strategies.
Stephen Martin graduated with honours in Statistics from Glasgow University before starting his career as a Trainee Actuary with Hymans Robertson. He began his investment career with Speirs & Jeffrey, then Greig Middleton and Clydesdale Bank. He worked with Adam & Company as an Investment Director before joining Brewin Dolphin. Stephen is an Associate Member of the Chartered Financial Analyst Institute and is a member of the Chartered Institute for Securities & Investment.