McEwan Wallace

Paul Bradshaw – Managing Director Paul started working for the firm when it was established in October 2003. He was previously employed with a major life and pensions provider as Area Manager, and has been involved within the Financial Services industry since 1977. His qualifications include: The Advanced Financial Planning Certificate including G10 Taxation & Trusts, Mortgage Advice Qualification, K10 Retirement Options Certificate, The G60 Pensions Specialist Qualification and The CF9 Pensions simplification 2006 update, all from the Chartered Insurance Institute. His areas of expertise include Pension Planning for individuals and corporate clients, Inheritance Tax Planning, Investments and Protection.

Paul Cochrane - Director Paul is a Chartered Accountant and a Partner at McEwan Wallace Chartered Accountants. His primary role is to maintain a link between the Accountancy firm and the Financial Services company. He has achieved his Financial Planning Certificate. He believes the establishment of an independent Financial Services company will greatly enhance the service available to clients.

Hayley Owen – Office Manager Hayley has been with the firm from the beginning in October 2003. She formerly worked for Agnew Lowther & Bates (Financial Management) Ltd from January 1991 to October 2003, and has gained the full Financial Planning Certificate qualification and The Mortgage Advice qualification.

Sarah Arbon - Administrator Sarah joined the firm in October 2003. Previously she has worked for Agnew Lowther & Bates (Financial Management) Ltd since July 2000, and has gained her Financial Planning Certificate 1 qualification.

Norma Wong – Typist/Administrator Norma joined the firm in September 2004 having previously worked for a number of years within the financial services industry, including working for Royal Insurance.

Pam Atkinson - Financial Adviser Pam joined the company in August 2005. She has been employed in financial services since 1981, having worked for two major life and pension companies prior to becoming an Independent Financial Adviser. Her main areas of expertise include Pensions, Investments, Mortgages and Protection. Pam is a member of both The Personal Finance Society and The Society of Mortgage Professionals. She has achieved the Financial Planning Certificate, CF7 Lifetime Mortgages Qualification and CF9 Pensions Simplification 2006 Update Qualification, all from The Chartered Insurance Institute and the Certificate in Mortgage Advice and Practice from the Institute of Financial Services.

Su Fleetwood - Administrator Su has been working in Financial Services for over 18 years working for a large life assurance and pensions company and then with an Independent Adviser. Her qualifications include: the Financial Planning Certificate, the G60 Pensions Specialist Qualification, K10 Retirement Options and H15 Supervision and Sales Management, all from the Chartered Insurance Institute.

Joseph Sanderson – Consultant Financial Adviser Joseph has over 30 years experience, specialising initially as an IFA within the medical industry. Since then he has provided advice and support for Small Self Administered Pension Schemes (SSAS) and Self Invested Personal Pension Plans (SIPP), acting as a Pensioner Trustee for many SSAS’s. He continues to also provide advice and support for clients pension schemes and Personal Financial Planning too.

Andy Benyon – Administrative Assistant Andy started with the firm in September 2006. He has completed an NVQ level 2 in Business Administration, and wishes to continue his career in the financial services industry.

Ian Agnew – Consultant Financial Adviser Ian was previously a director of Agnew Lowther & Bates (Financial Management) Ltd from 1987 until 2003. He has over 25 years experience advising clients on financial services, however Investments, Mitigation Planning for Inheritance Tax and Self Involvement Premium Management are areas in which Ian has particular expertise. With his ACII, APFS and Chartered Financial Planner status, Ian has the academic background to support his experience.

Suzanne Bradshaw – Consultant Financial Adviser Suzanne has been involved in financial services since 1985 working for a major life assurance and pensions company, and then as an Independent Financial Advisor. Her main areas of expertise include Mortgages, Protection, Pensions and Investment. In addition to holding a dual honours degree she has completed the Financial Planning Certificate, Mortgage Advice Qualification, CF7 Lifetime Mortgages qualification and CF9 Pensions Simplification 2006 Update Qualification, all from the Chartered Insurance Institute.