From a background in advisory and management positions with a leading investment house, Graham has been a specialist adviser for the medical and dental professions since 1992 when he joined BMA Services in Edinburgh.
In the past, Katherine has worked for a major Scottish investment company as an Account Manager and Service Development Consultant, and is experienced in compliance and research with a strong focus on Customer Service. She has also been secretary to a Member of Parliament, has ran her own business and worked as Office Manager at a local law firm.
Katherine has attained several financial services qualifications by examination and is now Diploma qualified. For many clients, Katherine will be a regular point of contact in relation to general enquiries on the progress of their financial plan.
Outside work Katherine’s interests include cooking, travelling (specifically the Far East, USA and Europe), music, salsa dancing, public speaking and creative writing.
Trainee Paraplanner/Adviser Support
We are delighted to have Christina on board from August 2017 to strengthen our team.