RIVERPARK INVESTMENT & FINANCIAL CONSULTANTS - Key Persons
Alasdair is CeMap qualified and works closely as an associate of his brother Jonathan. He mainly deals with mortgage clients within their team as well as providing support to Jonathan when consulting with Investment clients.
Amanda Donald, PA to Donald Watt
Amanda has been working in the financial services sector for 20 years, initially working for Prudential. She gained the Financial Planning Certificate, Institute of Customer Service Qualifications and Associate Trainer Qualifications. Amanda also holds an HND in Accounting and Finance.
Joining Donald Watt in 2015 as his Personal Assistant, she is responsible for various administrative tasks including client file maintenance and updates, report writing for approval, new business administration and tracking, liaising with product providers to ensure timely execution of transactions and arranging client reviews and valuations. As ongoing training and learning development is of particular importance to her, she endeavours to keep herself abreast of any changes to provider products, systems and processes.
In her spare time, Amanda enjoys reading, walking, travelling, and spending time with her daughters.
Amanda also works from Watt Financial Solutions' office in Falkirk town centre.
Job Titles:
- Mortgage & Protection Adviser
Bobby advises on Mortgages & Protection. He is a member of the Society of Mortgage Professionals (SMP). In his spare time Bobby enjoys dining out, travelling, going to the gym and playing five-a-sides.
He has a keen interest in watching football and boxing.
Job Titles:
- Tom Mooney / Administrator
Claire joined Riverpark in 2014 working as part of the admin team. Her role mainly consists of processing all Protection, Pension & Investment business, providing support to our Financial Advisers and Directors and working closely with our Office Manager.
In her spare time Claire enjoys spending time with her family, shopping, travelling and listening to music.
Job Titles:
- Associate to Douglas McDiarmid
David has 4 years experience working under Douglas McDiarmid as his Associate dealing with client servicing in relation to Pensions, Investments and Tax & Trust planning.
He splits his time working between Riverpark and as an artist with a studio in the floor below. He also enjoys football, reading and cooking.
Donald has been advising clients since 1999 and specialises in pension transfers, planning for retirement, investment planning and later life advice. He believes in helping clients to achieve their financial goals by taking a broad approach to managing things like budgeting, saving and investing or focusing on one specific area of financial planning.
To keep up with fitness he likes to cycle mostly off-road on forest gravel trails or mountain biking. He enjoys watching most forms of motorsport and taking driving or motorcycling trips across Europe. Sightseeing new and interesting places with his family is a particular favourite.
Job Titles:
- Certified Financial Planner
- Chartered Wealth Manager
Douglas is a Certified Financial Planner and a Chartered Fellow of the Institute of Securities and Investments. He provides holistic Financial Planning in such areas as Pensions, Investments, Tax & Trust planning and Long Term Care, holding specialist qualifications in a number of these areas.
In his spare time he enjoys reading, holidays and his family.
Evan specialises in Mortgages and Personal & Business Protection.
He has 5 years experience working in both personal and business banking and a further 3 years working under Stuart McGeoch as his Associate, dealing with all aspects of Financial Analysis and Client Servicing. He is certified by the IOEE and the Chartered Banker Institute and holds RO1, RO5 and CF6 qualifications. In addition to his own business, he continues to support Stuart in the day to day servicing and support of his clients.
In his spare time, he enjoys travelling, walking his dog and playing football.
Iain has over 25 years' experience in financial services and specialises in Mortgages and Equity Release. He is also a professional Will Writer.
Iain is a member of the Personal Finance Society, The Society of Mortgage Professionals and the Chartered Insurance Institute.
He likes all sports, music and foreign travel.
Iain works from Your Financial Solutions office in Clydebank.
Job Titles:
- Corporate Financial Adviser
Iain specialises in advising business owners on business protection, pensions and investments.
Iain's interests include fishing, travel, golf, snooker, and reading.
Jack has spent many years in the Financial Services industry, previously as an IFA. Now working as part of the Admin team, he liaises closely with the Office Manager, Directors and IFAs completing various administrative tasks, dealing with new business and client correspondence.
In his spare time, Jack enjoys reading, walking and socialising with family and friends.
John deals with mortgages, buy to let mortgages and family protection.
He is a keen walker, and plays five a side football and squash.
John is an Investment and Pension professional with over 30 years industry experience. He prides himself in giving clients sensible and measured advice allowing them to achieve their financial goals with confidence. Apart from looking after his 3 children he enjoys running, golf and the great outdoors.
Job Titles:
- Administration / Office Manager
Laura has over 30 years experience in Financial Services, joining Riverpark in October 2005.
She is responsible for the day to day running of the Office and oversees the Administration within the Company. Besides this, Laura also works closely with the Partners ensuring all administrative tasks are attended to.
In her spare time she enjoys listening to music and spending time with her family and friends.
Job Titles:
- Independent Financial Adviser
Lesley has over 33 years experience in all aspects of financial planning. She specialises in Pensions, Protection and Mortgages. She is an avid reader and enjoys watching detective dramas.
In her spare time she likes to socialise with family and friends.
Job Titles:
- Chartered Financial Planner
Ricardo has over 10 years of experience in Financial Services. He is qualified as a Chartered Financial Planner and is currently working towards his Fellowship. He specialises in pension, investments and tax planning.
Ricardo in his free time is keen on football, squash, running and politics.
Simon has 15 years of experience in Financial instructions such as Investment Management, Pension, Tax and Insurance and he specialises in Inheritance Tax Planning. In addition he has worked and researched the much needed area on NHS pension over the past 3 years. He has a keen interest in politics and finance both global and domestic.
In addition to his management responsibilities, Stuart advises his own personal clients, and specialises in investments, pensions and the corporate market.
Stuart's interests include fitness, football, and motivational speaking. He is a member of Mindstore.
Tom Mooney - Chief Compliance Officer
Job Titles:
- Director
- Head of Compliance
Tom is Head of Compliance and managing our advisers, he also looks after his personal clients.
He specialises in pensions and investments and has over 33 years of experience in all aspects of financial planning. Tom is interested in travelling and playing golf.