BUCHANAN & ASSOCIATES FINANCIAL PLANNING - Key Persons
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.
Ben joined the company in 2012 as a paraplanner, his duties involve technical queries, fund & product research & process development.
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.
Job Titles:
- New Business Administrator
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.
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.