Independent Financial Planning

T: 0141 226 3184 | E:


The Board of Directors.

Meet the Directors

dir3Les Gray, DipPFS, Certs CII (MP&ER)

Les is the Managing Director and has over 30 years experience in Financial Services. Les specialises in Retirement Planning and has a keen interest in inheritance tax planning and providing solutions in this area for our clients.



dir2Alan Wardrop Dip PFS, ACIBS and Certs CII (MP&ER)

Alan is also a Director. He is highly qualified to provide expert advice on pensions and has great experience in both investment and pension solutions. Alan has a particular interest in the “at retirement” market offering real solutions to clients needs with his 30 years of experience in financial services.       Email:


dir1Daniel Boyle, Dip PFS

Danny is a qualified accountant who is highly regarded for his investment solutions for clients. Danny has great analytical skills. His research involving fund managers and their performance has been key in developing our investment solutions for clients and their on going review.                            Email:


Meet the Advisers  

markconnell Mark Connell, Dip PFS Certs CII (MP & ER)
Mark has developed extensive experience within the Financial Services industry, since having undertaken his first regulated Advisory role over 18 years ago.  Mark is now firmly established within our firm, and continues to provide tailored solutions for clients through relationship based financial planning.
Contact: T:07508 979895

Ryan Gray, Dip PFS
Having graduated with a degree in Finance, Investment & Risk, Ryan then achieved diploma status in Financial Planning. He has extensive experience in researching, analysing and preparing financial recommendations and he is focused on providing high quality investment and pension advice for his clients.
Contact: T:07508 979922


contact jgw