Jen McMahon
Financial Planner Jen started off her career in Financial Services at the age of 17, working for Lloyds TSB and then subsequently enrolling onto their Graduate Programme working in Corporate and Commercial Banking for HBOS. She decided to switch careers from banking to regulated advice in 2014 and has been Diploma qualified in Financial Advice […]
Bill McCowie
Chartered Financial Planner APFS Bill is a Chartered Financial Planner and a Fellow of the Personal Finance Society (PFS). Bill started his financial services career in 1987 and has since worked at large and small Independent Financial Advisers (IFAs), Private Banks, and Discretionary Fund managers. His area of expertise is investment, pension planning, protection, and […]
David McKnight
Chartered Financial Planner APFS David has been working in financial services for over 15 years, having been with Prosperity since late 2019 and previously working with Close Brothers. Also, he has achieved Chartered status with the Chartered Insurance Institute. As a Financial Planner at Prosperity, David is responsible for providing his clients with the best […]
