BUCHANAN & ASSOCIATES FINANCIAL PLANNING - Key Persons


Andrew Buchanan - Managing Director

Job Titles:
  • Managing Director
Andrew is the Managing Director of Buchanan & Associates Financial Planning Ltd and joined the financial services industry in 2000. After completing his training with AXA Sun life he then formed a firm in 2002 which then became known as Mackay, Buchanan & Associates Financial Planning Ltd. In 2005 Andrew established his own office. In 2007 Andrew then started working alongside Thinc Group until 2010. In January 2010 the company was moved clear of any large National firms to focus on a high degree of local service. Throughout this period Andrew has maintained and grown his client base ensuring the highest level of customer service in all aspects of financial planning.

ANDREW JAMES BUCHANAN

Job Titles:
  • Director
  • INDEPENDENT FINANCIAL ADVISOR

Ben Kerr

Job Titles:
  • Paraplanner
Ben joined the company in 2012 as a paraplanner, his duties involve technical queries, fund & product research & process development.

Callum Stewart

Job Titles:
  • Work Experience University Student

Janine Martin

Job Titles:
  • Administrator
Janine joined the company in 2009 and has gradually increased her knowledge and working hours. She is now established within the business as a valuable Wrap administrator. She continues to increase her training and knowledge of our Wrap systems.

Lynne Roy

Job Titles:
  • Paraplanner
Lynne has recently joined the company with a wide industry knowledge having worked in financial services for over 20 years in both advisory and management roles. Lynne works closely with Ben in providing support to clients.

Rachael Buchanan

Job Titles:
  • Co - Director
  • Secretary
Rachael has been a partner in the firm until 2010 and is now company secretary and co director. Her main duties are the smooth running of the firm and accounts. She is not directly involved in the advice areas but runs our accounts and ensures continuity within the firm.

RACHAEL ELLA-BETH BUCHANAN - Secretary

Job Titles:
  • Company Secretary
  • Director

Richard Wakem

Job Titles:
  • Advisor
After 10 in the Royal Engineers leaving with the rank of Corporal, Richard started his financial services career in 1988 at Equity & Law which later became part of the AXA Group. He worked in a variety of sales management, technical and advisory roles with AXA and in 2007 became Area Development Manager for Thinc as part of the AXA Group, working closely with advisers both locally and nationally. Richard joined Buchanan & Associates Financial Planning Ltd in February 2008 in an advisory role. Richard has lengthy experience in all aspects of financial services including pensions, both individual and company pensions and investments and looks forward to being involved in the continuing growth of Buchanan & Associates Financial Planning Ltd where he now can focus on providing a local, personal, face to face advice service to his expanding client base.

Sandra Ogilvie

Job Titles:
  • Administrator
Sandra provides admin support and has over 25 years industry experience holding senior roles within national companies.