Our Adviser Team

Chris Donald
Managing Director

Chris Donald - Managing Director

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Mobile: 07970 659 176


VouchedFor rating and reviews for Chris Donald, IFA EDINBURGH

Innovate's founding father, Chris brings a wealth of experience to the table.

Having started his career with the Inland Revenue before moving into Financial Services with a major life company. Chris eventually became the Deputy Chairman of the company's marketing group, spending 8 years working in New York looking at companies in the United States with working practices that could be appropriate for the UK.

Chris Donald -  Managing Director

On return to the UK in 1997 Chris used this knowledge to start up Futurity plc which grew to become a highly successful business with offices in Glasgow and Edinburgh, before selling the company in December 2006.

In July 2008 Chris founded Innovate Financial Services Ltd and retains the passion and principles with which he started the company. Always looking for ways to improve and never resting on his laurels, Chris's aim is to make Innovate the advisory company of choice for the discerning investor.

Chris currently serves on the Editorial Board of the Journal of Financial Services Marketing, has lectured students at Edinburgh University and formed part of the degree approval board at Napier University and is a panel member of the Prince's Scottish Youth Business Trust.




Colin Campbell
Director

Colin Campbell -  Director

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Mobile: 07425 161501


VouchedFor rating and reviews for Colin Campbell, IFA EDINBURGH

With three young daughters Colin appreciates first hand the importance of Financial Planning. Colin Campbell -  Director

Having moved into financial services after studying Philosophy at university, Colin draws on his early studies by continuing to question and challenge preconceptions.

Colin's advisory career began in 1999 with a large Edinburgh based Life Assurance company, during which time he advised corporate clients on the implementation of their employee benefit programmes before moving on to assist private clients with their planning needs.

Colin has developed his expertise and skills over the years gaining a specialist knowledge of Tax and Trust planning.

Colin has also developed his own understanding of the principles of risk and reward through his hobbies of climbing and adventure running, experiences of which he applies to the advisory role.




Ian McKenzie -  Director

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Mobile: 07834 039621


VouchedFor rating and reviews for Ian McKenzie, IFA Edinburgh

Ian McKenzie
Director

Ian McKenzie -  Director

Ian started his career in financial services in 1986 with a major life assurance company working his way up to a senior position before leaving to set up his own IFA practice.

Ian specialises in working closely with solicitor and accountancy firms, providing advice to their personal and corporate clients in particular inheritance/estate planning, family trusts and investments planning.

Over the years Ian has developed relationships with a number of companies and provides corporate pensions, protection and investment advice to a number of firms and business owners.

A keen golfer, Ian can often be found on the course entertaining clients.




Grant Macara -  Director of Financial Planning

Email Grant
Mobile: 07810 883794


Grant Macara
Director of Financial Planning

Grant is an experienced and fully qualified Independent Financial Adviser. His career in the Financial Services Industry stretches back over 30 years, including the last 23 years working as a Financial Adviser. During that period Grant has worked for a major UK Life Assurance Company and one of the leading UK Banks providing Financial Planning Advice to his clients.

In 2010, Grant moved on to become an IFA in the Edinburgh and Lothian Area, providing Wealth Management Advice to Personal and Corporate Clients. During this period, Grant has built up close working relationships with accountants and solicitors, enabling clients to benefit from sound advice. Grant is able to offer, whole market advice within the following areas - Investment Wealth Management, Inheritance Tax Planning, Protection, Corporate and Personal Retirement Planning.

Grant is married and has a young family, with a son and daughter. In his spare time Grant enjoys spending time with his family and taking part in sports and outdoor activities.




Neil Grant Financial Adviser

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Mobile: 07944 827880


Reviews and Ratings for Financial adviser Neil Grant, Edinburgh

Neil Grant
Director of Financial Planning

Neil has over 15 years' experience in financial services. After studying mathematics and finance at university, he joined Royal London in 2000 where he held various roles as a result of which he developed a broad understanding of the financial services industry.

Having decided to specialise in financial advice, Neil joined Cavanagh Wealth Management, a national advisory firm, in 2005. In 2011 he joined Close Brothers Asset Management, upon their takeover of Cavanagh Wealth Management.

Neil joined our team in 2016. He has extensive experience of advising high net worth individuals and companies on all aspects of financial planning to assist them in achieving their financial planning objectives. He has a reputation for building strong relationships with his clients who appreciate his ability to transform complex information into straightforward advice, together with his warm personality.

In his spare time Neil enjoys following the Formula One or enjoying the outdoors - usually on his bike

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