Meet the Team
Delivering a First Class Service
Our experienced team bring their wide range of skills to assist a relatively small number of clients, which exemplifies what we consider to be a highly personalised experience, delivering a first-class service. We take all the necessary steps to build strong relationships at the appropriate pace, gathering as much information as necessary to meet each individual’s requirements. We do not provide our planners with financial targets, allowing them to focus on service delivery and clients financial plans.
We Focus On Our Clients
Everyone has the right to access advice, therefore with no obligation, we will give everyone an opportunity to discuss their needs and objectives. Everything we provide is focussed on our client; our back office systems, our processes and our approach to engaging with you.
Scott Pentleton
Director
After graduating in Economics from Heriot Watt I pursued a career in financial services shortly thereafter, and been advising clients…
Scott Mackintosh
Financial Planning Director
Since 1998, I’ve advised clients on growing and managing their wealth and I strive to deliver the absolute best service…
Keith Barron FPFS FCISI
Technical Director
Chartered & Certified Financial Planner
I have been working in financial planning for over 25 years, mainly for accountancy and legal firms, advising clients all…
Ross McLellan
Business Development
I have introduced clients to Alpha Wealth since 2010 and the results have been very positive. As the firm is…
Ray Pentleton
Office Manager/Client Services
I have worked in financial services administration since 2001, previously running the administration function for our previous business and then…