Chloe Brownlie
Wealth Administrator Chloe began her career in the financial services industry after graduating from Glasgow Caledonian University in 2022 with a degree in Finance, Investment and Risk. Shortly after completing her studies, she joined Standard Life, where she worked within the New Business department, gaining valuable experience in policy processing. In 2024, Chloe moved to […]
Seb Clayton
Financial Planning Analyst Seb grew up in Peterborough, Cambridgeshire, and now lives in the Fenland town of March. After completing his Higher‑equivalent qualifications, he spent a year backpacking solo across Australia before going on to study Economics at the University of Leicester. He later marked his graduation with an interrail trip around Europe, finishing in […]
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 […]
Angela Burke
Administration Team Leader Angela began her journey in the financial services industry in 1995 when she joined Albert House Financial Services. She joined the team at Prosperity Financial Services in August 2009, and has since become one of our most experienced and competent Administrators. When Prosperity joined the Futura Group in 2022, she became the […]
Neil Dawson
Wealth Administrator Neil hails from the industrious historic town of Paisley, he attended Castle head high school from 1986-92 where he gained an impressive 7 Highers including subjects such as English, Maths and Physics. After a brief spell at Reid Kerr College where he studied a year in Music, Neil decided it was time to […]
James Murch
Financial Planning Analyst James began his career in financial services in 2021 when he joined Prosperity Financial, shortly after graduating from the University of Glasgow. He initially enrolled to study Physics and Astrophysics before switching to Mathematics and Statistics, ultimately graduating with a BSc (Hons) in Statistics. He joined Prosperity as an Administrator with the […]
Lorna Beattie
Team Leader – Paraplanning and Research Lorna has been working in financial services for over 25 years, and joined Prosperity in 2014 having previously worked for a number of Glasgow based IFA firms along with a leading Global Accountancy firm. As a Senior Paraplanner and Team Leader at Prosperity, Lorna is responsible for leading and […]
Andrew McLellan
Senior Mortgage Consultant DipPFS, Cert SMP, BSc Environmental Biology from the University of Paisley Andrew has over 25 years’ worth of experience in financial services which has proved invaluable during the 11 years that he has been with Prosperity Financial. Throughout his career, he has retained his enthusiasm for mortgage advice, relishing each challenge that […]
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 […]
