Our People

Roland began his career in Financial Services in 1992 with The Prudential, specialising in Pensions, Savings and Investments. In 1997 Roland decided to start up his own practice of advisers.

In conjunction with the day-to-day management of the practice, Roland still looks after his ever growing client bank whilst specialising in mortgages and protection.

Roland enjoys holidays, caravanning and tinkering about with his classic Morris Minor.

Brian has worked in the Financial Services sector since 2003. He started his career as a Financial Adviser with the Co-operative Insurance Society before joining the practice in 2006, winning the Top Adviser award in The Flying Start programme. He has achieved a Diploma in Financial Services and as well as offering Mortgage, Protection and General Insurance advice he specialises in Pensions, Savings and Investments.

Outside of work Brian enjoys playing and watching football and has an active family life.

Graham joined the business in 2015 after completing a degree in Biomedical Science at Abertay University. Since completing his Mortgage Advice qualifications in 2016, Graham’s primary focus has been to support clients with their mortgage and protection needs with the best possible client outcome at forefront of any advice given. Graham has experience facilitating a wide variety of mortgages over and above the everyday including self employed, limited company, self build, extensions and so on.

Graham lives with his Wife and dog (Duffy) in Newport-on-Tay and enjoys an active social life. He has always been a sporty person enjoying cycling, running and predominantly rugby, formerly being the Captain of Madras Rugby Club in St Andrews. A deteriorating body has put an end to his playing days however he still loves to get involved by coaching ladies rugby and watching as many games as he can.

Stephen has worked in Financial Services since 2005 initially as a Customer Account Manager within HSBC before joining Co-operative Financial Services as a Financial Adviser in 2006. Stephen joined RBS in 2011, as a Financial Planning Manager, and in more recent years has been a Mortgage Adviser. He joined the team at ScotMortgages in 2023, bringing his experience to the practice

Outside of work, Stephen is a keen golfer and kept busy with his young family.

Douglas has worked in the Financial Services sector for 30 years. Before joining the business in 2005 he enjoyed a long and successful career with Prudential Assurance. Douglas specialised in the protection and general insurance markets. Since his retirement Douglas still works closely with the Advisers who look after his former clients.

Outside of work Douglas is a keen sports fan and especially enjoys watching football and golf. He is also an avid gardener and now spends a lot of time with his grandchildren.

Donna is our newest member of the team and joined us after being a long-term client.
She is an Abertay University graduate with a degree in Commerce. After graduation she has held positions in office management, and for the past 3 years she has been Property Manager in her own buy-to-let and holiday rental business. Completing her Mortgage and Protection Advice qualifications this year, Donna will be looking after clients in Angus and beyond, drawing from her own personal knowledge of the mortgage business.
Donna is based in Kirriemuir and lives with her husband and two daughters. Her free time is spent renovating property, hillwalking and gardening.