Whether you speak to one of our advisers or support staff, you’ll find we spend more time listening to what it is you need, you want, and most importantly, why it matters to you.
Financial Planner, CFP™ Chartered MCSI
With over a decade of wealth management and business consulting experience, Lachy prides himself in getting to know his clients and designing a financial solution that matches their lifestyle. From simple protection solutions to complex financial modelling, he designs solutions that make it easy for clients to understand and implement.
Outside of work, Lachy volunteers with Aberdeen Cyrenians as the Treasurer of the Board, working with the charity to support some of the most vulnerable people in our community. When not talking or writing about finance you can find him exploring the countryside with his young family, watching rugby, or enjoying a glass or two of whisky.
Financial Planner, DipIP PFA
With 30 years of experience as a Financial Planner, Stuart has a passion for helping individuals and businesses achieve their financial goals. Stuart enjoys building long-term relationships with his clients, based on trust and open communication. He is dedicated to empowering his clients to make informed financial decisions and achieve financial independence by navigating the complexities of the financial world and work towards a secure and prosperous future.
When not in the office, Stuart likes to spend time with his family and grandchildren, travelling and maybe even squeezing in a few rounds golf!
Mortgage Advisor, CeMAP
Natalie brings 25 years of experience as a Mortgage Advisor to the team. She loves working with and helping her clients – whether it be for buying their first home, raising funds for home improvements, or helping clients onto the property ladder. Her aim is to always make it as easy and stress-free as possible for clients for whatever they wish to do.
Natalie loves the outdoors and spends as much time as she can cycling, running or hill walking with friends – with lots of coffee stops and the occasional pub stop to refuel! A coffee and cake lover, you’ll also find her on a weekend with her mum and daughter enjoying one of the many local cafes.
As a Chartered Accountant and Director of the business, Ross brings his track record of providing professional financial services in the north-east. Managing Director of Acumen Accountants and Advisors, Ross has a wealth of experience in supporting clients with accountancy and tax advice.
A founding member of Create Financial Solutions, Tony dedicated himself to helping his clients retire comfortably and grow their wealth for over 3 decades. He works with individuals and businesses that range from sole traders to large corporations with thousands of employees.
A founding member of Create Financial Solutions, Simon has been the trusted adviser to his clients spanning over 35 years. He’s built a family of individual and corporate clients through his perseverance to always exceed expectations. He has a depth of financial knowledge, with particular interest in retirement planning and complex investments.
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