Alan is a Director and co-owner of Holyrood Asset Management having taken over the ownership of the business along with his business partner Matthew Denne in September 2020.
Alan is an experienced Financial Planning Consultant with over 25 years in the financial services industry. Most recently having worked for the last 15 years with the Royal Bank of Scotland as a Senior Corporate Financial Consultant. Alan joined Holyrood Asset Management 4 years ago and brings a wealth of experience and expertise particularly in the areas of Pensions, Business Protection, including Key-man Cover, Director/ Partnership protection and tax planning for businesses.
Alan has a wealth of experience across all aspect of regulated Financial Planning and carries out the compliance roles within Holyrood Asset Management.
As well as providing advice relating to businesses, Alan is also experienced in all areas of personal financial planning, allowing him to take a completely holistic view of his client’s requirements no matter what their situation is. Alan is currently working towards achieving Chartered Status within the financial services industry.
Away from the office, with 2 two grown up children, Alan now has time to pursue some of his own pastimes and hobbies. Alan’s interest include attending live music events and to take away the stress of day to day living, Alan is a keen advocate of the benefits of Bikram Yoga which he attends regularly.
Matthew is a Director and co-owner of Holyrood Asset Management having taken over the ownership of the business along with his business partner Alan Bryce in September 2020.
Matthew has in excess of 22 years’ experience within financial planning, including as part of a global professional services firm in Australia for over six (6) years prior to relocating with this position to the United Kingdom where he has been for more than 16 years since operating across similar roles.
Finance related qualifications include a Bachelor of Commerce from the University of Queensland, the Advanced Diploma of Financial Services (Financial Planning) in Australia, and the Diploma in Financial Planning through the Chartered Insurance Institute (CII) in the United Kingdom.
Dedicated to fulfilling his client’s objectives, Matthew provides a holistic and personal service with a genuine willingness to assist as much as he can regardless of the background involved. This empathetic approach has put Matthew in the fortunate position of being a truly trusted advisor to his diverse range of clients.
When not in the day job, Matthew enjoys spending time with family whether that be in an art gallery, eating food he would never be able to cook, or heading off to a destination on literally the road less travelled that is often non-existent!
Angela McKendrick is a Director of Holyrood Asset Management.
Prior to that she worked for 24 years in ad+ accountants.
She joined Holyrood in 2015 to manage the team and has been involved in the expansion and progression of the company and works closely with the team and is in charge of compliance function.
Angela’s experience comes from her twenty four years growing and controlling the complete administration function in ad+ accountants together with her expertise in being the financial controller of that business.
Angela enjoys spending time with her family, shopping, walking and socialising with friends.
Andrew has over 20 years experience within financial services which has included experience of administration, paraplanning and advising.
He has achieved the Diploma for Financial Advisers (DipFA), Award in Pension Transfers (AwPETR) as well as the Certificate in Mortgage Advice and Practice (CeMAP).
Andrew’s role within ad+ financial is as a Financial Planner and he is committed to taking the time to understand what is important to our clients and what drives their financial goals, allowing him to design a financial plan that is tailored to our clients personal or business objectives. Andrew can provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
When not attending client meetings in person or by Zoom Andrew finds relaxation on the Tennis Court as he desperately tries to channel his inner Andy Murray.
I have worked within the financial services industry for the last 21 years in various roles and the last 12 years as a paraplanner. In this time, I have garnered a wealth of knowledge and experience within the industry, which in turn will help our client’s meet their financial objectives.
I am married with six children and nine grandchildren, and any spare time is spent running after them all. When I do get the chance to relax, I like to walk and I enjoy cooking, which helps with a large family.
Kellie has over 10 years experience in the Financial Services Industry . She has recently gained her Diploma in Paraplanning and is now looking to take her career to the next level by working towards gaining the Diploma in Financial Advice to become a qualified Financial Planner.
In her spare time, Kellie enjoys spending time with friends and family and taking her pug to the park.
Cameron's experience in financial services comes from working as a Mortgage Administrator while he was studying at university. He is currently working with us as Office Administrator while he is preparing to start his exams in 2022, on the road to becoming an advisor.
Out of the office, Cameron enjoys spending time with his friends, playing and watching football, Kayaking and Camping.