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+44 (0)1383 738838
+44 (0)1383 738838
Meet our team of highly qualified and experienced individuals, who work together as advisers and admin staff to deliver our exceptional service and dedication to clients.
Independent Financial Adviser
I am an experienced holistic financial planner. I have over 30 years’ experience providing comprehensive financial planning advice, someone who cares as much about your financial future as you do. My clients range from young professionals to clients at or in retirement, and my aim is to help them to reach their financial planning objectives.
On a personal level I am married with two grown up children, enjoy going on holidays, playing golf and trying to keep fit.
Mortgage & protection adviser
Jill Fitzgerald is our Financial Adviser who specialises in mortgages and related insurance products. She has over 20 years of experience in financial advice and has specialised in mortgages for the last 8 years. Jill will deliver bespoke mortgage and protection advice to suit your needs based on the lenders and products from the whole of the market.
She believes in delivering a high level of service so whether you are a first time buyer, next time buyer, a buy to let purchaser or looking to re-mortgage to free up equity in your property, Jill will be pleased to assist in all of these areas and give you the time and help that suits you best.
In her spare time Jill enjoys traveling and scuba diving with her husband alongside being entertained by her 4 year old Siberian husky.
Senior Financial services administrator
Karen has been with Macbeth Currie for over 24 years and manages the administration part of the business.
As an administrator, Karen is responsible for providing support to our Advisers to ensure a smooth day-to-day running of the business. Karen acts as a point of contact for our valued clients, and ensures they receive exceptional care and service.
Paraplanner / Independent Financial Adviser
Gary is Macbeth Currie’s paraplanner and is an asset to the team having recently gained his Diploma in Regulated Financial Planning. Having worked outside of the industry for the last 30 years Gary decided on a career change that was driven by his interest in investments and the desire to help normal hard working people realise their financial goals.
Outside of work, you will find Gary keeping fit, riding his motorbike around Scotland, and enjoying life with his wife and son. Gary and Samantha enjoy holidays in the sun as well as pitching their tent in the highlands.
Gary’s son has just graduated from university and has embarked upon further studies following in his father’s footsteps he is starting with the Diploma in Regulated Financial Planning!