You can rely on us for the right advice

Director

Alan Reid

I have worked in financial services for more than 20 years and much has changed, however, I still truly believe that our clients should always be at the centre of what we do and that is what we strive to do at Waverton.

My areas of expertise concentrate on our private client wealth management, predominately adding value to business owners and clients whose financial needs are often of a more complicated nature which include advising on trusts, investments, personal tax planning and complex retirement planning options.

Alongside my advisory role I am responsible for the operational management and growth of Waverton Wealth and I can honestly put our success down to the focused ethos of the business and working with a great team of highly skilled colleagues.

Our clients really trust in the advice they receive, safe in the knowledge that their financial decisions are in safe hands.

I joined Waverton in September 2021 as part of the purchase of Cornerstone Asset Management where I was a founding Partner.

I am married with four children and spend my spare time playing golf (badly) and supporting my local football team – Motherwell.

Tel: 0141 410 1084
Mobile: 07939 039 006
E-mail: areid@wavertonwealth.co.uk
Executive Assistant – Sam Harvey: 0141 410 1093

Director

Alan J Reid

I joined Cornerstone Asset Management in January 2016 bringing more than 30 years of experience within the financial services industry. My approach to wealth management is based on the experience gained from managing client’s portfolios for 3 decades, plus delivering an individual service, tailored to each client’s needs. My career to date has been based on my core values of honesty, sincerity, trust and reliability which has led to the majority of my clients being referred.

My main focus and concentration now, is to work with clients advising and assisting in the preservation and protection of their assets. I am proud to have joined Cornerstone as I see this as an exciting opportunity to be part of a team of sincere, like-minded professionals who have the passion, energy and expertise to develop a market leading wealth management business.

Tel: 0131 514 2782
Mobile: 07831 115 151
E-mail: ajreid@wavertonwealth.co.uk
Executive Assistant – Louise Melville: 0131 514 2782

Director and Chartered Financial Planner

Drew Nutsford

I am a Chartered Financial Planner and a Fellow of the Personal Financial Society. Furthermore, I hold a Certificate in ESG Investing via the CFA Society UK. As a vastly experienced financial planner, I work with private clients across a broad range of wealth planning matters. This includes retirement planning, inheritance tax, wealth creation and preservation, and intergenerational planning.

Prior to joining Waverton Wealth in August 2021, I worked for a large national IFA business which saw me named Planner of the Year and Rising Star of the Year. In 2020, I was also recognised by two leading national financial news publications as one of the rising stars of the financial planning industry.

I visit clients in the Shetland Islands every six weeks and write monthly articles in the Shetland Times covering a range of financial planning topics.

Tel: 0131 514 2772
Mobile: 07969 341 129
E-mail: dnutsford@wavertonwealth.co.uk

Director

Jason Hemmings

I have over 20 years experience in a number of senior positions within financial services.  I co-founded Cornerstone Asset Management, now Waverton Wealth, as I firmly believe in the need for appropriate financial planning rather than selling products.

This belief is more important than ever and it’s what sets us apart; we deliver a full financial planning and wealth management service and have shaped an approach that puts the client at the heart of what we do.   This ensures the client is always fully engaged from the very start of their relationship with Waverton.

Alongside my advisory role I hold overall responsibility for the firm’s compliance, ensuring that we fulfil our regulatory responsibilities as well as making sure clients receive the best possible outcomes from the advice and service we provide.

Tel: 0131 514 2775
Mobile: 07974 576 543
E-mail: jhemmings@wavertonwealth.co.uk
Executive Assistant – Rebecca Archibald: 0131 514 2785

Wealth Manager

Lesley Irvine-Rae

As a Financial Planner, I have worked in the banking and financial services industry for over 20 years and specialises within the high net worth private client sector with a focus on pensions, investment, inheritance tax planning and financial planning.

With roles across planning, management and compliance, I bring a wealth of experience to the increasingly complex area of wealth planning and management and I am passionate about establishing relationships with my clients and seeing them benefit from positive financial growth over the years, no matter what life-stage they are at.

Tel: 0141 410 1094
Mobile: 07712 148 544
E-mail: lirvine-rae@wavertonwealth.co.uk

Head of Wealth Planning, London

Marco Malagoni

I recently worked at Cazenove Capital for over 10 years and bring a significant depth of experience that enables Waverton to offer a truly integrated high net worth wealth planning and investment proposition to clients.

As Head of Wealth Planning in London, I oversee the provision of a range of advice services to clients, including business planning, utilisation of tax structures, inter-generational planning and retirement planning

Tel: 0203 823 6369
Mobile: 07754 123 126
E-mail: mmalagoni@wavertonwealth.co.uk

Trainee Financial Planner

Sam Harvey

I have worked in different areas of financial services since 2012, including business insurance and pensions, and I made the move to Waverton Wealth in May 2019.

My job challenges me every day and I am always learning and expanding my knowledge of the industry, which is one of the things I love most about what I do. I also love helping and working with people, so the fact I’m in a job where I can do both is perfect! I recently gained my Diploma in Regulated Financial Planning and I am now working towards becoming a wealth planner within the company while studying for my Advanced Diploma.

Outside of work, the things I enjoy most are cooking, keeping fit and watching some football or motor racing. I also love to get lost in a good book!

Tel: 0141 410 2771
Mobile: 07391 723 343
E-mail: sharvey@wavertonwealth.co.uk

Director & Chartered Financial Planner

Scott Snedden

I am a Chartered Financial Planner and Fellow of the Personal Finance Society. I have worked in the financial services industry for over 20 years and specialise in wealth management planning with a particular focus on pensions.

I enjoy public speaking and was an active member of the Junior Chamber International, picking up the Most Outstanding JCI Member in Scotland, which is an achievement I’m particularly proud of.

I’m married with two sons and kept busy refereeing their wrestling matches and ferrying them around to the various clubs they’re members of.

Tel: 0131 514 2780
Mobile: 07478 872 213
E-mail: ssnedden@wavertonwealth.co.uk

Trainee Financial Planner

Sean Lowson

I gained my Diploma in Regulated Financial Planning in 2021 and joined Waverton Wealth later that year having worked in various roles across financial services for the previous 10 years. I’m currently working towards my Chartered Financial Planning exams.

I’m married with a one-year-old son who keeps us constantly entertained and in need of coffee!

Tel: 0131 514 2786
Mobile: 07866 623 659
E-mail: slowson@wavertonwealth.co.uk

Director & Chartered Financial Planner

Simon Wigglesworth

I am a Chartered Financial Planner with over 20 years’ experience of offering independent financial advice to private and corporate clients.

I believe firmly in the value of learning and throughout my career I have pushed myself to develop my knowledge. By doing this I ensure that I can provide up to date advice and innovative solutions. My areas of expertise include complex retirement planning, inheritance tax & succession planning and wealth management. If I can play a small part in helping business owners and individuals in achieving their financial goals, I can go home happy in the knowledge I have done a good job.

I am also committed to helping and improving our professional bodies and mentoring individuals at the start of their careers. I have sat on the committee for the Personal Finance Society for Central Scotland and been a council member for the Insurance Society of Edinburgh. For the last 3 years I have worked for the University of Edinburgh Law School running tutorials for their students taking the Diploma in Professional Legal Practice.

I am married with two young children and spend any spare time I have playing golf and trying to keep fit.

Tel: 0131 514 2774
Mobile: 07747 608 100
E-mail: swigglesworth@wavertonwealth.co.uk
Executive Assistant – Hollie Devlin: 0131 297 6184

Director & Chartered Financial Planner

Stephen Hall

I am a Chartered Financial Planner and Chartered Insurer with 35 years financial services experience, much of which was gained within the legal and ‘big four’ accountancy environments.

I am passionate about fee based financial planning and am a member of the Personal Finance Society and Associate of the Chartered Insurance Institute (ACII).

I specialise in bespoke pension planning and working with US citizens and those with US tax filing obligations.

Tel: 0131 514 2773
Mobile: 07918 725 692
E-mail: shall@wavertonwealth.co.uk
Executive Assistant – Ellie Maletto: 0131 514 2783

Wealth Manager

Stuart Lamont

Having worked in Financial Services for over 27 years including in Direct Sales with Prudential and Bancassurance attaining my level 4 Diploma in Financial Services, I am passionate about how Waverton Wealth base our core services on caring for our clients on every step of their financial journey with both quality advice and service.

On a personal level, I am married and have one son. I love to holiday in Scotland, listen to my music ( although not everyone else does) and am a keen sports fan, in particular Scotland National team.

Tel: 0141 410 1086
Mobile: 07929 524 914
E-mail: slamont@wavertonwealth.co.uk
Executive Assistant – Sam Harvey: 0141 410 2771

Mortgage & Protection Adviser

Anthony Wilson

I have 23 years’ experience working as a Mortgage & Protection Consultant where I have provided a high quality advice service to my customers. I have worked for many financial companies from high street banks to large estate agency companies arranging mortgages & protection products for their clients, I have also worked for a few mortgage broking companies during my career.

I pride myself on the service that I provide to all my clients to ensure that they have been advised on the most suitable Mortgage & Protection products to suit their current needs and also within their selected budget.

I enjoy spending my time with my wife going on holiday and also have a love of all types of music and spend my weekends regularly attending live concerts.

Tel: 0131 514 2784
E-mail: awilson@exchangemortgages.co.uk

Finance Manager

Christine Elliot

My area of responsibility is to deliver operational support to our team of talented advisers. Our aim is to ensure the advisers have the assistance necessary to focus on managing our client’s financial goals and at the same time making sure clients have a point of contact in the company for any day to day enquiries.

Outside the office I enjoy reading and walking.

Tel: 0131 514 2771
E-mail: celliot@wavertonwealth.co.uk

Administration Manager

Diane Dyer

I have worked in the IFA sector of Financial Services for over 26 years providing Administration and PA support to Advisors as well as having the responsibility of running Admin Teams during this time.

I joined Waverton Wealth in April 2021 as an Executive Assistant, recently taking on the additional role of Admin Team Leader. I enjoy the variety and challenges you can get working in Admin with no two days being the same.

Away from work I am a Cub Scout Leader for our local unit and love to see the kids enjoying themselves in the new adventures and skills we introduce to them. I have also recently become an Assessor for the Duke of Edinburgh Awards programme.

I also enjoy spending quality time with my family and friends, being kept fit and active with our new young collie.

Tel: 0131 514 2776
E-mail: ddyer@wavertonwealth.co.uk

Consultant

Keith Oliver

I am a solicitor, with over 40 years’ experience in advising private clients, as well as a member of the Society of Writers to Her Majesty’s Signet.

I have considerable experience in the governance of sporting bodies, charities and education with over 20 years of board level experience both as Chairman and Director.

Currently I am Clerk to the Governors of Fettes College and hold several advisory roles in the professional and charity sectors.
I was awarded Officer of the Order of the British Empire (OBE) in the 2014 New Year’s Honours List for services to Cricket

Tel: 0131 514 2777
E-mail: koliver@wavertonwealth.co.uk

Compliance and Paraplanning Manager

Tracy Patterson

I have over 25 years’ experience in financial services across several roles in Compliance and Operations. I joined Waverton Wealth in October 2021 from abrdn and hold a BA(Hons) in Social Sciences/Economics and the Diploma in Financial Planning.

Tel: 0131 514 2790
E-mail: tpatterson@wavertonwealth.co.uk

Executive Administrator

Casey Reid

I joined Waverton Wealth’s wonderful team in January 2022 and have not looked back.

Prior to my career move, I was an Analyst in a large banking group after beginning my working career at seventeen through an Administration Apprenticeship and progressing throughout the departments. This was essential in building my skills, knowledge, and experience in multiple areas within the world of finance and set me off in good stead for my current role as an Executive Administrator.

What attracted me to Waverton Wealth is the company’s commitment to both their clients, and employees. The opportunities are endless for both parties, which is why working for Waverton Wealth is as enjoyable. No two days are the same. I look to utilise the opportunities available to myself and go through my professional finance exams and look forward to what the future holds for myself here.

Out with work I enjoy spending my time with my family (particularly my dog Pepper), friends and volunteering for my local community in aiding children and young people who have additional needs through several activities.

Tel: 0131 514 2789
E-mail: creid@wavertonwealth.co.uk

Paraplanner

Claire Logue

I joined Waverton Wealth in 2014 and work within the Paraplanning team.

I enjoys being part of the team and working with the advisers to achieve the best solution for the client.

Outside of work, I am a Mum of two boys, who keep me very busy!

Tel: 0141 410 1091
E-mail: clogue@wavertonwealth.co.uk

Paraplanner

Ellie Maletto

I started working in financial services administration after graduating with an MA in History from the University of Edinburgh in 2015. Since joining Waverton Wealth in July 2017 I have had the opportunity to develop my skills and work closely with our clients and advisers. I am now focusing on the next stage of my career and look forward to gaining more experience in paraplanning and earning my CII qualification. I am especially fascinated by responsible and ethical investment and hope to one day specialise in this field.

In my spare time I’m usually found out exploring Edinburgh with my husband, at a restaurant or a gig. I’ve challenged myself to keep reading widely and to finish all the books on my wishlist.

Tel: 0131 514 2783
E-mail: emaletto@wavertonwealth.co.uk

Financial Planning Executive, London

Geordie Bowes Lyon

I am based in the London office for Waverton Wealth and work alongside Marco Malagoni, the Head of Wealth Planning in London. I am currently working towards my Diploma in Financial Planning with the Chartered Insurance Institute.

Through previous roles I have gained vast experience delivering excellent customer service to clients having worked at Jardine Motors followed by Savills before moving across to the wealth management sector several years ago.

I grew up in Scotland and outside of work I like to spend as much time as possible outdoors.

Tel: 0203 006 2110
E-mail: gboweslyon@wavertonwealth.co.uk

Executive Assistant

Hollie Devlin

I started my career in financial services in 2010 and have worked for various providers across a number of administration and adviser support roles.

Looking for a new challenge I was delighted to join Waverton Wealth in December 2020 as Executive Assistant. My role allows me to work closely with our financial advisers and gives me the opportunity to further my knowledge of the industry. Having passed the CII R01 exam in 2017 I look to continue my studies to achieve the Diploma in Regulated Financial Planning.

Outside of work you will find me renovating my flat, spending time with friends & family or out on long walks with my little cockapoo Teddy.

Tel: 0131 297 6184
E-mail: hdevlin@wavertonwealth.co.uk

Executive Assistant

Louise Melville

I have over 35 years’ experience within financial services in adviser and administrative support roles. As an Executive Assistant to Alan (John) Reid, with whom I have worked with for 30 years, I provide direct support to Alan for his private clients ensuring that all clients receive excellent service.

I enjoy travelling, with regular visits to Italy, as well as gardening, walking, concerts and musical theatre.

Tel: 0131 514 2781
E-mail: lmelville@wavertonwealth.co.uk

Senior Paraplanner

Nigel Payne

I began my financial services career with Abbey National in 1997, as a Financial Planning Manager. Having originally followed the Chartered Institute in Banking qualification route, as a financial adviser with Aviva I obtained my Chartered Insurance Institute Diploma in Financial Planning in 2008. I have since been employed as a regulated trainer, para planner and compliance manager, and obtained additional financial qualifications as determined by these roles.

Originally from Blackpool, my changing personal circumstances have seen me live in the south-east of England for 14 years, and I have so far lived in Glasgow for 13 years. I am married with a six-year old daughter. Outside of work and family, I am a keen Manchester United fan and foody.

Tel: 0141 410 1089
E-mail: npayne@wavertonwealth.co.uk

Executive Assistant

Rachael Morrison

I have worked as a Financial Services Administrator for the last 17 years within various Financial Adviser firms. I really enjoy the variety of tasks and challenges each day brings with no two days being the same.

I joined Waverton Wealth in March 2022 as an Executive Assistant. It is great to be part of such a welcoming and friendly team.

Away from work I enjoy spending time with my family and friends, attending music concerts and musical theatre shows.

Tel: 0131 202 9045
E-mail: rmorrison@wavertonwealth.co.uk

Executive Assistant

Rebecca Archibald

I joined Waverton Wealth in August 2016 and it is by far the best decision I have made career wise. I work with a lovely team of people who are very welcoming and friendly.

My role at Waverton Wealth is to assist one of the partners of the firm in everyday tasks, whether that be booking client meetings, submitting new business or managing a new project, not forgetting ensuring every client receives an exceptional service throughout their journey with Waverton Wealth. No two days are the same which makes my job interesting and brings different challenges daily.

Outside of work I enjoy spending time with my partner and son going on family adventures.

Tel: 0131 514 2785
E-mail: rarchibald@wavertonwealth.co.uk

Paraplanner

Scott Macphail

I joined Waverton Wealth in 2010 and have over 25 years of financial services experience from administration to managing client assets to paraplanning. In my current Paraplanner role, I prepare client reports, undertake research and provide support to two of the Firm’s Partners. I work closely with them to create bespoke solutions that meet our clients’ financial planning needs and objectives.

Outside of work, I enjoy spending time with friends and family and have a keen interest in music and movies.

Tel: 0141 410 1085
E-mail: smacphail@wavertonwealth.co.uk