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
Director

Ian McKenzie
Director

Grant Macara
Financial Planning

Neil Grant
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 Lynn Potts - Private Client Team  

Dougie Steed
Business Director

Julie Donald
Finance Manager

Lynn Potts
Senior Executive Assistant

 


Rory Lewis - Paraplanner Lucy Manson Leslie Blackie  

Rory Lewis
Paraplanner

Lucy Manson
Business Administrator

Lesley Blackie
Executive Assistant



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 Statement 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.

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