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
Executive Assistant – Sam Harvey: 0141 410 1093
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
Executive Assistant – Louise Melville: 0131 514 2782
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
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
Executive Assistant – Rebecca Archibald: 0131 514 2785
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
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
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
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
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
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
Executive Assistant – Hollie Devlin: 0131 297 6184
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
Executive Assistant – Ellie Maletto: 0131 514 2783
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
Executive Assistant – Sam Harvey: 0141 410 2771
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
Outside the office I enjoy reading and walking.
Tel: 0131 514 2771
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
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
Tel: 0131 514 2790
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
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
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
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
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
I enjoy travelling, with regular visits to Italy, as well as gardening, walking, concerts and musical theatre.
Tel: 0131 514 2781
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
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
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
Outside of work, I enjoy spending time with friends and family and have a keen interest in music and movies.
Tel: 0141 410 1085