Lucy joined Verus in March 2022, having previously studied Physics at the University of St Andrews. She is now working towards completion of the Diploma in Regulated Financial Planning, having started her diploma studies in 2021. Lucy has enjoyed a highly successful career in Gymnastics. Having previously competed internationally, Lucy now coaches and judges gymnastics …
Having graduated from the University of Dundee with a degree in Scots Law, Jack is currently studying towards the Diploma in Financial Planning. Jack is a keen golfer and follows his favourite football team, Dundee FC.
BAcc (Hons), Dip PFS Hannah graduated from the University of Dundee with an accountancy degree (with First Class Honours) in 2017 and holds the Diploma in Financial Planning. Hannah is a natural “people person” and she’s also a massive animal lover. Hannah enjoys long walks with Polly, her beloved shipoo as well as boxing, reading …
Linsey joined Verus in 2017 prior to which she worked as an Economist within Financial Services for more than ten years. A Masters graduate, Linsey has achieved Chartered Financial Planner status and also holds the Advanced Pensions qualification. She also specialises in designing sustainable and ethical investment solutions for clients. Linsey lives in Broughty Ferry …
Gillian has worked in financial services for over 30 years. During this time she has embraced the role as Client Services Assistant. She has a vast amount of experience and really enjoys liaising with clients and helping to deliver a great service. Gillian has worked with Verus since it was founded in August 2005 and …
Pauline joined Verus in 2009 as a Financial Planner supporting the advice process through research and analysis of clients’ financial positions. Pauline is authorised to give advice and is a Chartered Financial Planner. Prior to joining Verus, Pauline held many roles within Customer Services and Technical Support with Standard Life. Pauline lives in Dundee with …
Jo joined Verus in 2016. She is an experienced Financial Planning Administrator, having formally fulfilled this role for IFA practices in Peterhead and Aberdeen before moving to the Dundee area. Jo has an eagerness to learn and is studying towards the Certificate in Financial services. She enjoys the varied nature of her role with Verus …
MA, MBA, FPFS Alistair is a highly qualified Chartered Financial Planner. Before joining the financial services industry, Alistair held senior management positions in the engineering sector. Having completed the Advanced Diploma in Financial Planning, Alistair is a Fellow of the Personal Finance Society. Alistair hold the Advanced Pensions qualification. He has also completed additional qualifications …
BA (Hons), FPFS, ACII Chartered Financial Planner Paul is one of the most highly-qualified financial planners in the UK. With over 25 years experience as an Independent Financial Adviser, Paul’s core areas of expertise include investment portfolio planning, pensions and estate planning. He is a former President (2008/09) of the UK’s Personal Finance Society (PFS), …