Our People

  • Bill Douglas

    CHAIRMAN

    MSc, DipFA

    Bill is an investment adviser with many years experience in retirement and inheritance tax planning. He is also a superannuation specialist who regularly runs retirement courses for public sector organisations.

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  • Richard Douglas

    Director

    BA (Hons), Cert CII (MP) (DM), DipFA, DipPFS

    Richard joined the practice in 2008. He has detailed knowledge of investments, pensions & estate preservation whilst being prominent in the 'at retirement' market. Richard also coordinates fund research within the firm.

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  • Ricky Rotherforth

    Director

    BA (Hons), Cert CII (MP), DipPFS

    Ricky has worked exclusively within IFA practices since leaving university in 2005. He deals with all aspects of financial planning, with a particular interest in pensions, lump sum investing and estate preservation.

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  • David Roberts

    DipPFS

    David is a financial adviser with many years experience in the Financial Services industry specialising in all investment areas, particularly inheritance tax planning.

  • Heather Hiett

    DipPFS

    Heather is a new addition to our advisory team and has been in the industry since 1987. She has a comprehensive knowledge of life, pensions and lump sum investments.

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  • Steven Knapton

    FPFS

    Steve is the latest addition to our advisory team and has been in the industry since 1986. Steve is a highly qualified Chartered adviser, specialising in occupational / personal pension issues, lump sum investing and protection.

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  • Janet Richardson

    Admin

  • Jill Schofield

    Admin

  • Susan Bridge

    Admin