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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 Planning and Final Salary Pension Transfer.
Annie has previously worked for Standard Life and the Clydesdale Bank. However for the last 17 years has worked for Police Scotland, 10 of which was as a Partnership Statistician working closely with East Lothian Council and a number of other agencies. Annie has decided to retrain and is working towards her Diploma in Financial Services with a view to assisting Stewart in his growing business.
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 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 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.
Craig spent 15 years with Standard Life before deciding to become a Financial Adviser. He carried out his training with Balmoral Asset Management Limited before moving to Chiene & Tait Financial Planning. Craig joined Mackay Hall in May 2019 and came highly recommended. His excellent financial knowledge and understanding of the markets will assist Stewart in providing a first-class service to all existing and new clients. Craig is fully qualified and can offer advice in pensions, investments, protection, as well as corporate advice.