Our business is based on the sound principles of trust and integrity coupled with a genuine desire to add real value to the lives of our clients. We strive to develop lifetime relationships with them so that they enjoy a successful financial management experience.
We want our clients to be comfortable, relaxed and focussed on what is really important to them. We will take the time to understand this.
Contentment comes from understanding what you have, identifying what is important to you and forming a clear vision of the path to making things better. We will work with you in achieving this.
Trust and integrity are the foundation of our business. We apply our expertise and experience to deliver bespoke services, driven by the evolving needs and circumstances of our clients. We will tailor our service to suit your requirements.
Scott is particularly skilled and experienced in handling complex estate planning cases; ensuring that inheritances pass to those intended with the minimum taxation or delay. He is also responsible for overseeing the investment strategies, including asset allocation and selection of investment funds, which he finds particularly interesting given his economics background.
Jan's further education initially led to a career in the NHS. This was followed by 10 years of being a full time Mum and then a gradual introduction to Financial Services. Jan is now responsible for much of the business management at Ardmore. Her duties include payroll, management accounts, regulatory returns and all matters under the general heading of HR.
With grown up children Jan now finds the time for some voluntary work, golfing and curling but also enjoys entertaining at home, meeting up with friends and walking her dogs.
Lynne's interest in financial services was sparked while attending The University of the West of Scotland where she obtained a degree in Business Studies. She is now well established in her role at Ardmore. Since joining the team in 2011 her list of qualifications has continued to expand and in 2016, Lynne gained the highest level of qualification available in the financial services industry obtaining Fellowship and Chartered Financial Planner status with the Personal Finance Society. Lynne now offers specialist tax planning, business and pension advice.
Lynne's focus is on continuing her professional development and helping clients achieve financial contentment.
Bernadette has been working in the Financial Services industry for over 24 years. She now brings her wealth of experience in bigger businesses to the small business environment at Ardmore. Amongst her other achievements she has gained a Diploma in Regulated Financial Planning.
Bernadette's hobbies include travelling and home baking.
Sally graduated from the University of Strathclyde with an Honours Degree in International Business and Finance followed by a Masters degree (with distinction) in Investment and Finance. Whilst at university she studied in America for a period of time. Sally's involvement at Ardmore started as an internship while at university but since graduating she has become a full–time member of staff and is continuing with her studies.
Outside of work, Sally enjoys going to Spin classes, baking and travelling.
Archie is our Springer Spaniel. He greets everyone coming into the office but spends most of his time sleeping. He loves chasing a ball, swimming and is also partial to a gravy bone.
The Stables, 55 Market Road, Carluke, ML8 4BE.
Tel : 01555 773462Fax : 01555 751535