CAMPBELL THOMSON - Key Persons
Job Titles:
- Chartered Financial Planner and Fellow of the Personal Finance Society
Clara is a Chartered Financial Planner and Fellow of the Personal Finance Society. She has worked in the Financial Services sector for almost 20 years, initially in support functions within busy practices, before qualifying to become an adviser in 2006. Since then, roles have encompassed both advisory and technical support. Her advisory roles prior to joining Campbell Thomson have encompassed many different aspects of both Personal and Business Financial Planning. She has a wide breadth of knowledge in both areas. Ultimately, Clara's passion is helping people to identify their objectives and support their achievement, personally or within their business. She does this through actively listening to her clients, to understand as much as she can about them and what they hope to achieve by speaking with an adviser.
Outside of work, Clara has a partner and a young son. Together they enjoy travelling to new destinations when time permits, along with frequent beach trips and walks in the local parks.
Emma joined the team in 2022 and has brought with her 5+ years' experience working within financial services, including legal, banking, and wealth management sectors. Emma is currently working towards achieving her Diploma in Financial Services and has big aspirations for the future. She enjoys the fast-paced energy of the industry and applies herself in everything she does.
Outside of the office, Emma enjoys travelling abroad and soaking up the sunshine!
Euan has over 30 years of experience in the life insurance and pensions industry working with Campbell Thomson since 1999 and while he is a general practitioner, he has particular expertise in the retirement planning for both individual and corporate clients.
Away from the office Euan is a keen and fairly handy golfer. In addition to golf he leads a pretty healthy lifestyle including power-kiting and holding an accredited teaching qualification in skiing.
Qualifications Include
Job Titles:
- Product & Research Analyst
Garreth began his career in financial services in 2007 and has experience in personal finance, stockbroking and latterly, financial planning. He joined our Investment Team in 2019 as an Investment Research Analyst. Garreth is a ‘numbers guy' with a penchant for statistical and technical data. He is currently working towards a Diploma in Regulated Financial Planning via the Chartered Insurance Institute, having thus far attained R02 (Investment Principles & Risk), R03 (Personal Taxation) and R04 (Pensions and Retirement Planning).
Away from the office, Garreth enjoys playing 5-a-side, going camping with his wife and their dog, and learning to play the piano.
Job Titles:
- Product & Research Analyst
Heather joined our investment team in August 2015 as a Product & Research Analyst, joining from Ignis Asset Management where she was a member of the RFP and Data Management Team for 10 years. Prior to this Heather held various roles at Abbey National Asset Managers (now Santander Asset Management) laterally as an Institutional Data Analyst within their Investment Marketing Team.
Away from the office Heather enjoys spending time with her family and keeping fit.
Qualifications Include
Kenny has been in the financial services industry since 1990 and has worked in Advisory roles with 3 major UK Banks prior to joining Campbell Thomson. His previous advisory roles encompassed many different aspects of both Personal and Corporate Financial Planning and he has a wide level of knowledge and experience in both areas. Kenny enjoys working with clients to create tax efficient plans for their future and takes great pleasure in seeing these plans evolve and come to fruition over future years.
Outside of work, Kenny enjoys spending time keeping fit and active enjoying a variety of sports, outdoor activities and socialising with family and friends.
Kerry rejoined Campbell Thomson in 2022 after 8 years away working as a registered Childminder. Before leaving, she had been with the company for 17 years and when the opportunity to come back arose, Kerry had no hesitation in accepting.
Away from the office Kerry enjoys long walks with her dog and spending time with friends and family.
Laura graduated from Glasgow University with a BSc Honours degree in Geography. She then moved to Aberdeen to pursue a career in fashion where she worked as a Product Manager for one of the UK's leading high street retailers. In this role she helped open and run one of their flagship stores. She decided to relocate back home to the west coast where she made a move into financial services. The flexible skills required in her degree have allowed her to adapt quickly to working with Campbell Thomson and becoming a valued member of the team.
Away from the office Laura is still interested in fashion although now enjoys this as a hobby. She also enjoys holidaying in the sunshine and spending time with her friends and family.
Qualifications Include
Rebecca joined the administration team in 2014, coming from a property management background she has an excellent eye for detail and a genuine enthusiasm for the industry.
Away from the office Rebecca enjoys music festivals and socialising with family and friends.
Qualifications Include
Job Titles:
- Group Business Administrator
Sandra's role in Campbell Thomson is as Employee Benefits Administrator for all the Group Schemes within Campbell Thomson. This incorporates Group Pension Plans (GPPs), together with Group Risk products: Group Life, Group Private Medical Insurance, Group Income Protection and involves the setting up and on-going maintenance of the schemes, whilst providing support to the scheme members on transfers and vesting of their pensions.
Sandra entered the financial services industry in 1979 and successfully held positions in Sun Life of Canada and Towry Law before joining Campbell Thomson in 2005.
Qualifications Include
Sharon has worked within financial services since 1991 and has built up an extensive wealth of knowledge over this time. Her main role comprises the overall running of the office as well as assisting both Directors and the Compliance Officer in their day to day work.
When not at work, she enjoys spending time with her family and plays netball in the Glasgow League.
Qualifications Include
Sheila has worked in financial services for over 20 years joining Campbell Thomson in 2002. As a result of her extensive experiences in the industry her main roles include administration duties of all types as well as valuable support to the Office Manager and the Directors with their day-to-day work.
When not in work she enjoys spending time with her family, swimming and socialising with friends.
Qualifications Include
Unbelievably, for someone who looks so young, Stewart has been in the financial services industry for over 30 years and while he is an extremely experienced all round financial adviser, has particular expertise in investment, retirement and protection planning.
Stewart is a keen golfer (and part-time golf coach). His other love is skiing, which he shares with the rest of his family, and holds an accredited teaching qualification in skiing.
Qualifications Include