Chartered Financial Planner
Douglas spent ten years as a navigator at sea before turning to financial services, where he has now worked for over 35 years as a business owner, investment adviser and financial planner.
He established Loch Fyne Financial to serve the needs of a small number of private clients and their families. He is focussed on delivering a bespoke service to the highest of standards.
Douglas is known for his ability to create clarity out of complexity – invariably with the help of straightforward words and pictures.
Jackie joined Loch Fyne Financial in 2021 and brings a wealth of experience to the company. Moving into her first financial planning role in 1998, Jackie’s role focuses around delivering high quality services and wealth management to the firms growing database of clients.
Margaret is a qualified financial planner. She looks after the technical analysis, compliance and research aspects of our business, drawing on nearly 40 years’ experience working in the financial services profession.
Lisa oversees the day to day running of our office. She is incredibly passionate about consistently delivering an exceptional level of service. Her ‘can do’ attitude and empathy with clients are a winning combination.
Joanne has been with Loch Fyne Financial for around five years, in a Technical Support role. She frequently assists at Client Progress meetings, has now become known to almost all of our clients through this face to face contact, and also from dealing with many day to day enquiries.
Paul joined Loch Fyne Financial in 2022. Having worked in financial services since 2001, Paul embraced the opportunity to bring his expertise from working in a national wealth management company to our firm. Paul enjoys working with like-minded colleagues and having the tools to enable him to focus on providing clients with a clear view of their financial future.
Laura joined Loch Fyne in November 2022 as Chartered Financial Planner and Regional Manager, having previously held the position of Training and Competence Supervisor at Acumen Financial Planning.
A Chartered Financial Planner and FPFS, Laura’s role includes managing clients and supporting the team.