Biographies

Stewart:
Stewart’s background was with the Clydesdale Bank where he gained Chartered Banking status. Latterly he worked in the corporate and commercial section of the bank before joining AXA Sun Life in their financial planning department in 1993. With this experience, Stewart set up his first partnership, specialising in the pension and investment markets. After 5 years he branched into the IFA sector with the view to increasing the customer proposition by being able to offer a whole of market solution to address client needs. He holds the Diploma in Financial Planning and specialises in Wealth Management, Inheritance Tax and Retirement Planning.


Christine:
Christine has worked in Financial Services for the past 30 years, mainly with Abbey plc providing investment and mortgage advice. She then worked with Mortgage Doctors for seven years and has been working with Mackay Hall for the past two years. Her vast experience of the industry ensures the business is in a position to deliver a high level of support and service to our clients.


Clare:
Clare is a qualified Management Accountant with experience in the Media and Finance sectors. She oversees the day to day running of the business. She is instrumental in the business modelling and client database management.


Carol:
Carol joined Mackay Hall having worked in the banking industry for 35 years. Having specialised in security for the lending banker, Carol brings with her a wealth of experience in legal, risk and compliance-related matters.