Who we are

With over 100 years combined experience in providing qualified professional financial solutions to clients, our adviser team has a wealth of experience to draw on across all areas of financial planning. We believe every client is unique and our planning solutions should be tailored to each individual.

Our Advisers

Chris Donald

Chris Donald
Managing Director

Colin Campbell

Ian McKenzie

Grant Macara
Financial Planning

Our Office Team

Our advisers are backed up by our office team who provide dedicated support and back up to ensure the business can run smoothly at all times.

Dougie Steed - Buisiness Director Julie Donald - Finance Manager Rory Lewis - Paraplanner  

Dougie Steed
Business Director

Julie Donald
Finance Manager

Rory Lewis


Lynn Potts - Private Client Team Leslie Blackie Matthew Page  

Lynn Potts
Senior Executive Assistant

Lesley Blackie
Executive Assistant

Matthew Page
Executive Assistant


Innovate has joined the ground-breaking . Learn more →

Innovate Financial Services Limited is authorised and regulated by the Financial Conduct Authority, no 484358. Registered in Scotland, Registered No. SC337535.
Registered Address Investment House, One Alvanley Terrace, Edinburgh, EH9 1DU.
The guidance contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.
Please read our Privacy Policy before completing any enquiry form or before sending an email to us.
Decisions should not be taken based solely on the content of the website and individual advice should be sought first.
Regulations, levels and bases of taxation are subject to change.

Innovate Financial Services Edinburgh - IFA Edinburgh - Financial Advice Edinburgh - Innovate Edinburgh - Financial Adviser Edinburgh - Independent Financial Adviser Edinburgh