Verus

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), the leading professional body for financial advisers, with over 35,000 members.

He is a part-time lecturer on the University of Dundee's Post Graduate Diploma in Professional Legal Practice and regularly contributes articles and comment in the financial press.

"IFA Personality of the Year 2013” at Scottish Widows’ annual industry awards.

Paul lives in Dundee with his wife and their four children.

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 in Mortgage Advice and Long Term Care.

Alistair lives in Dundee with his wife, Petra and their two young children, and enjoys training for and racing in triathlons.

Pauline joined Verus in 2009 as a Financial Planner supporting the advice process through research and analysis of clients’ financial positions.

Prior to joining Verus, Pauline held many roles within Customer Services and Technical Support with Standard Life.

Pauline lives in Dundee with her husband, David and their two boys. Outside of work Pauline is involved in Scouting and is a Cub Scout Leader.

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 with her husband, two girls and three Labradors. She enjoys walking her dogs, going to the gym and is a former Scotland hockey internationalist.

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 and spending time with friends and family.

Petra joined Verus at the start of 2023 after spending the last few years teaching languages while bringing up young family.

She holds a Masters degree in Economics and a Professional Postgraduate Diploma through the Chartered Institute of Marketing.

After coming to Dundee in 2002 she spent eight years working as an international coordinator and a client services team leader for a global organisation in Dundee.

Since joining Verus she's enjoyed working with the team while taking the lead on integrating the new financial systems and processes.

Petra lives in Angus with her husband Alistair and their two children and dog, Wedge. In her free time, she likes walking and doing yoga.

Elaine joined our Verus in 2023. She has over 25 years’ experience working in Financial Services; as a Bank Manager with a High Street bank, for a financial platform company and for a Fintech company.

Elaine lives in Angus with her husband Stuart & their beloved Westie, Rowan. She enjoys spending time with her grandchildren and ‘grand-doggy’, Luna.

Ellie joined Verus in September 2023 in a part-time, role.

She is currently studying towards an HND in Administration and IT at Dundee and Angus College. In her spare time, Ellie enjoys reading, drawing, and spending time with family and friends.

Currently, Ellie lives in Dundee with her partner, Jack, and their cat, Felix.