About us
Over 130 years combined experience in the financial sector
Meet our team
Each of the team members at M B Financial Planning are dedicated to delivering the best results for our clients.
Ross entered the financial services sector in 1986, where he trained for a number of years with prominent life assurance companies.
Stewart has worked in financial services since 1984, where he worked in banking divisions before moving into an advice role.
Lynne has 30 years experience working within the finance sector, having various roles within banking, insurance, construction and accountancy companies.
With over 17 years working in financial services, Claire has a broad knowledge of pensions and investments.
Catriona has worked in financial services for over 20 years. Her early career was spent with life assurance companies gaining experience in pensions and investments.
Nicky joined M B Financial Planning in May 2023 and is a vital part of the administration team.
I started working with M B Financial Planning in 2020 and love the remote work set-up. To find out what I get up to, click into my profile. You won't be disappointed.
Services we provide
Specialist financial support
Speak with us today for advice tailored to your circumstances.