Steve Patterson
Managing Director
After studying engineering at Glasgow University Steve Patterson decided a career in financial services offered the best opportunity to apply his creative talents. Having established his own IFA company in 1984 Steve and his team have built up a wealth of experience in pensions and investment planning.
Murray Waddell
Business Development Director
Murray joined the company in 1998 from Friends Provident where he was Pensions Sales Manager for Scotland. He holds the AFPC G60 Pensions qualification and with over 20 years of experience dealing with IFA's and their clients adds considerable strength to the management team. As part of his role as Business Development Director, Murray is also responsible for promoting the company's services through seminars and workshops with advisers and their professional connections.
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