THORNTONS WEALTH - Key Persons
Job Titles:
- Chartered Financial Planner
Adam started his financial services career on the Isle of Man and subsequently returned to Dundee in 2015 to gain further experience. He advises on pensions, savings, protection, and investments.
He is a Chartered member with the London Institute of Banking & Finance (LIBF) and has attained the Diploma in Financial Planning with the Chartered Insurance Institute (CII).
Job Titles:
- Financial Adviser
- Financial Planner
Alison is an experienced Financial Adviser who offers financial advice to individuals, trusts and businesses within a range of financial planning and investment services and products. The advice includes a comprehensive range of financial planning and tax matters, including investment, pension and retirement planning and protection. She is a member of The Chartered Insurance Institute.
Job Titles:
- Trainee Financial Planner
Andrew worked in banking for 8 years in a number of management and sales related roles before joining Thorntons Wealth in February 2022. He is currently working towards his diploma in regulated Financial Planning.
Born and raised in the suburbs of London, Anne started her working life with NatWest Bank before a couple of career moves saw her end up running the operations department of a commodities broker in the City of London. The opportunity to move on to something different was grabbed with both hands and she moved to Dundee in 2017 to join Thorntons Investments. Now a Diploma Qualified Paraplanner, she works from home whilst attempting to supervise her Tibetan Terrier.
Job Titles:
- Head of Financial Planning
Chris started his career in the industry in 2004 after graduating from Abertay University with a Degree in Business Studies specialising in Financial Services. As well as obtaining his qualifications to become a financial planner Chris has continued to develop his business knowledge along the way something which he started at the ripe old age of 14 when his focus in school was business studies. He has experience in running and operating a financial planning business adapting to the changes and challenges over the last 16 years which will help him in his role in the team. He advises clients on their Investments, Pensions, Protection, Inheritance Tax planning as well as helping corporate clients with their employee benefits. Chris really enjoys using cash flow planning tools to help clients get a glimpse of their financial future.
Job Titles:
- Financial Planner
- Member of the Chartered Insurance Institute
Elmira is a member of the Chartered Insurance Institute (CII) and holds the Diploma in Regulated Financial Planning. She is actively working towards achieving chartered status.
Jonathan hails from Cumbria, and it is there he began his career as a financial planner in early 2007. Since that time Jonathan has worked assisting private clients, trusts and corporates from the Lake District to London, to tax-efficiently build, manage, and perhaps most importantly, enjoy their wealth. Beyond the fundamentals of financial planning Jonathan has built considerable experience working with clients, sensitive to the impact their investment decisions can have on the world around us, and believes that the pursuit of growth or income need not be at the expense of one's values.
Latterly Jonathan has moved north to work with Thorntons Wealth in Aberdeen, swapping the lakes, becks and fells of Northern England for the lochs, burns and beinns he's frequently visited in his free time for more than two decades.
Job Titles:
- Client Support Team Manager
Kim started her career 21 years ago as an office junior working for Thorntons Solicitors in Arbroath, before moving into the Investment team. In 2002 She moved firms before re-joining Thorntons Investments 13 years later. Kim holds her Level 4 Diploma in Financial Services and is currently working towards Chartered status.
Kim is committed to our Financial Advisers in providing the best service she can to our clients.
Leigh looks after the wellbeing of our team. A Yorkshire lass with over 20 years' experience as an HR specialist, Leigh chose to move from a large PLC to join our team - enticed by our entrepreneurial spirit and ambition. Leigh deals with all our HR functions, from recruitment and resourcing to policy development and employee relations. Her ongoing work with personal development and employee relations contributes to a business culture we are proud to be part of.
Nayomi joined MFC in June 2017. She has a BA (hons) in Publishing with Journalism and worked in various sales support roles prior to moving into financial services. She is currently working towards her diploma in regulated Financial Planning.
Nayomi enjoys hill walking and recently started attempting some Munros.
Richard has been working in the financial services industry since 2010 working his way up from office administrator to a financial planner. He offers whole of market financial advice to private clients to help them achieve their financial goals, as well as those individuals looking to plan further ahead for the next generation. He is a member of The Chartered Insurance Institute.
Job Titles:
- Financial Planner
- Member of the Chartered Insurance Institute
Scott started his financial services career on the south coast of the UK in Devon soon after he graduated from the University of Edinburgh. He returned to his native Scotland in 2019 to continue his training and grow his experience in the financial services industry. Scott advises on pensions, savings, protection and investments.
Scott is a member of the Chartered Insurance Institute (CII) and he holds the Diploma in Regulated Financial Planning. He is working towards achieving chartered status.
Shirley's career in Financial Services spans 30 years, starting at Gateway Building Society in a customer services role and moving on to Bradford & Bingley where she gained her professional qualifications, undertaking the role of Senior Financial Planning Adviser. Eager to further her career, she was delighted to be selected as the first Branch Manager of a new local branch of Skipton Building Society who were expanding their network of branches in Scotland. Shirley has spent most of her career in a client facing role, however, in more recent years, she has been using that experience and applying it to her current role as Compliance Manager. Regulation is fast moving and ever changing; the role of the Compliance Team in Thorntons Investments is to keep abreast of those changes and ensure we look after our valuable client relationships.
Shirley was a member of the Territorial Army Royal Signals Regiment and was recognised nationally with an outstanding recruit award after completing military training - never afraid to get her hands dirty.
As Chief Executive, Stephen embodies the energy and passion of our team, leading with an entrepreneurial flair and a sincere commitment to our staff, clients and stakeholders. Stephen has more than 25 years' experience as an investment management professional and has a detailed knowledge of model portfolio methodology, private equity and corporate pension legislation.
With over 25 years of accountancy experience, Tim has worked in private practice and a variety of industries ranging from a chain of night clubs to a country estate. Tim joined Thorntons Investments in 2014, and plays a key role in our strategic growth plans. The highlight of Tim's day is being part of a great team - his dry humour helps to make numbers fun!
Dylan joined Thorntons Investments as a 19-year-old apprentice in 2016 and is now studying towards the Diploma in Financial Planning. He is hoping to progress his career as a Financial Adviser with Thorntons in the coming years. Dylan enjoys interacting with clients and helping them in any way he can. Something you didnt know about Dylan: He does not have very much time on his hands, away from work he manages a local football team, runs his own small business and goes to the gym as often as he can. OK
Born and raised in Yorkshire, Sharon began her career in Financial Services in 1987 when she joined General Accident. Sharon later joined Naafi Financial Services working predominantly with the armed forces in the North of England and overseas in Germany. She moved to North East Fife 23 years ago and became Office Manager at a small family of Financial Advisers before taking a break from the industry to pursue another role within the public service sector. Sharon made her return to Financial Services in 2019, joining our Investment team as a Portfolio Management Assistant before making a change and recently joining the Financial Planning team. She is working towards her diploma in regulated Financial Planning. Something you didn't know about Sharon : Sharon spent a year volunteering in Moncarapacho, Portugal at a holiday centre for people with disabilities. Outside of work, Sharon enjoys spending time with her rescue Jack Russell Brian and getting on as many sunshine holidays as she can. OK
Rhea began her work at Matheson Financial in 2016, after obtaining a First Class LLB (Hons) in Law at the University of Aberdeen. She started work within the I.T and Projects side of the business, before making a change and joining the Financial Planning team in 2022. She is working towards her diploma in regulated Financial Planning. Something you didn't know about Rhea: Rhea climbed the highest mountain in North Africa and trekked along the coast of Morocco in 2015 to raise funds for Childreach International. Outside of work Rhea enjoys spending time with her family and walking her rescue greyhound. Rhea also enjoys yoga & meditation. OK
Yan joined Thorntons Investments in 2017 prior to which she worked in financial services for a number of years. She holds a Masters Degree in Finance from the University of St Andrews. She has been awarded the Skandia Quaich for Financial Planning Certificate and the First Scottish Asset Management Trophy for her Level 4 Diploma in Financial Planning, by the CII for her exemplary exam attainments. Yan has a particular interest in Taxation and Pensions.