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Audrey Findlay

Audrey Findlay

Audrey joined our Financial Services team in January 2022 after 36 years’ service with our General Insurance department, as a Commercial Account handler, assisting the Senior Partner with the large commercial clients’ Insurances. Many of our Arbroath based clients...
Audrey Findlay

Tracey Maleham

Tracey heads up our Helensburgh-based financial advisory team and helps clients make sense of their life assurance, pension, investment and Inheritance Tax planning needs. With 20 plus years of industry experience Tracey happily unravels financial planning conundrums....
Audrey Findlay

Cheryl Shields

Cheryl works alongside Tracey in our Helensburgh office, assisting clients with Life Assurance, Income Protection, Healthcare and Personal Accident Cover, as well as providing administrative support to our Financial Advisers with regards to Pensions and Investments....