18th September 2017
Argyle Consulting Ltd
We’re Independent Chartered Financial Planners, who help clients to plan for the future of themselves, their families or their organisations.
We can advise you on
-
Investments
- ISAs
- OEICs
- Offshore investments
- Unit trusts
-
Business
- Group pensions
- Group protection
-
Tax & trust planning
- Taxation planning
Meet our advisers
Stuart Dunbar BA ACII APFS
Managing Director
Qualifications & Accreditations
G60 - Pensions (CII)
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
G20 - Personal Investment Planning (CII)
This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.
AFPC - Advanced Financial Planning Certificate (CII)
In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.
APFS - Associate, Personal Finance Society (PFS)
To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
ACII - Associateship Examination (CII)
Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.
G10 - Taxation and Trusts (CII)
This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.
Ewan McCorkindale BA DipPFS
Director
Qualifications & Accreditations
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Brian Savage MA(Hons) DipPFS
Director
Qualifications & Accreditations
G60 - Pensions (CII)
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Matt Smith BA(Hons) FPFS
Associate Director
Qualifications & Accreditations
FPFS - Fellow, Personal Finance Society (PFS)
To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
Patrick Agnew APMI APFS
Technical Pensions Consultant
Qualifications & Accreditations
APMI - Associate, Pensions Management Institute (PMI)
The aim of the examinations is to provide Associates with the professional knowledge and skills required to undertake, after sufficient experience, a position as a pensions specialist.
APFS - Associate, Personal Finance Society (PFS)
To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
John McCormack BSc(Hons) APFS
Senior Consultant
Qualifications & Accreditations
G60 - Pensions (CII)
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
APFS - Associate, Personal Finance Society (PFS)
To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
CMAP - Certificate in Mortgage Advice and Practice (CIOBS)
This qualification assesses the knowledge and understanding of the UK regulation environment in the financial services industry together with various types of mortgage products and repayment options and the giving of mortgage advice. Chartered Institute of Bankers in Scotland (CIOBS) qualifications are subject to a separate grading with the Scottish Credit and Qualifications Framework (SCQF) - www.scqf.org.uk
Martin Roberts BSc(Hons) APFS
Senior Consultant
Mike Tracey DipPFS
Consultant
Qualifications & Accreditations
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Alan Reid DipPFS
Consultant
Qualifications & Accreditations
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Frazer Simpson BAcc CA DipPFS
Consultant
Qualifications & Accreditations
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Alan Harvey BA(Hons) FPFS
Senior Consultant
Qualifications & Accreditations
FPFS - Fellow, Personal Finance Society (PFS)
To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
Robert McGhee
Consultant
Qualifications & Accreditations
G30 - Business Financial Planning (CII)
This examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.
G60 - Pensions (CII)
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
G20 - Personal Investment Planning (CII)
This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.
AFPC - Advanced Financial Planning Certificate (CII)
In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
G10 - Taxation and Trusts (CII)
This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.
Where to find us
About us
We believe that great financial planning is at the heart of providing a more certain financial future for our clients. In the years since we opened our doors in 1997, we’ve become trusted advisers to many of our private clients. We've also become an integral part of the team for many of our corporate clients.
We’ve thrived through growth and recession because we’re careful and considered. It’s an approach that comes naturally to an organisation that collectively has more than two centuries of experience. We’re proud to be listed as one of the top 5 IFA firms in Scotland.
Similar advisers near you
We are the complete wealth management solutions firm of choice across central Scotland.
We are a Chartered Firm of Financial Planners providing independent advice to individuals, business owners, professionals and those nearing retirement.
We focus on ensuring you achieve your goals without breaking the bank on costs.
Your financial goals won’t take care of themselves – but we will. Arrange your no-obligation consultation by calling us today.
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