Director and Chartered Financial Planner
Douglas spent ten years as a navigator at sea before turning to financial services, where he has now worked for over 25 years as a business owner, investment adviser and financial planner.
He established Loch Fyne Financial to serve the needs of a small number of private clients and their families. His desire is for the firm to stay small and remain tightly focussed on delivering a bespoke Director led service to the highest of standards.
Douglas is known for his ability to create clarity out of complexity – invariably with the help of straightforward words and pictures.
Margaret is a highly qualified Certified Financial Planner. She looks after the technical analysis, compliance and research aspects of our business, drawing on nearly 30 years’ experience working in the financial services profession.
Lisa oversees the day to day running of our office. She is incredibly passionate about consistently delivering an exceptional level of service. Her ‘can do’ attitude and empathy with clients are a winning combination.
Joanne has been with Loch Fyne Financial for around three years, in a Technical Support role. She frequently assists at Client Progress meetings, has now become known to almost all of our clients through this face to face contact, and also from dealing with many day to day enquiries. Joanne is studying to complete the Diploma in Financial Planning.
Having graduated with a degree in Business Management, Alice is the most recent addition to our Client Support team. As well as managing client records and support systems, she assists Lisa in her day to day work.