About us
Money Advice Partnership offer a comprehensive wealth planning service; we're based near Edinburgh with Offices in Troon and Belfast. We have many years of experience in both the finance and accountancy markets.
We are able to cover all aspects of financial planning from retirement planning to inheritance tax planning to ensure that you have the correct financial plans in place to meet your objectives.
Our wealth preservation and inheritance tax planning review accurately assesses your exposure to inheritance tax; we're in a strong position to make sound recommendations because of our background in tax and accountancy.
Rather than a “one size fits all” solution our experienced wealth planning offers whole of market advice tailoring it to the individual requirements of each client; we find this makes our approach very personal.
Once having agreed a wealth planning strategy we will ensure the right financial plans are in place together with an individual investment strategy that matches your attitude to investment risk.
We are committed to continuing professional development and adherence to an industry standard Code of Ethics and offer truly independent financial advice.
Grant Middleton Dip PFS – Managing Director
From a background of over 30 years in tax and family businesses Grant obtained his Level 4 qualification as a Financial Adviser in 2015. Grant brings his wealth of experience in both tax and finance to all his client dealings ensuring a complete holistic service is provided.
As well as his role as Managing Director of Money Advice Partnership Ltd, Grant owns and runs a successful tax and accountancy practice offering clients the opportunity to have all of their tax and financial affairs handled in a smooth seamless fashion. Outside his business interests Grant is a keen average golfer and spends a lot of his time looking after his 2 pet greyhounds.
Colin Burgess CCIBS
With over 20 years’ experience within the financial services industry, I am able to provide independent financial advice to both private and corporate clients covering investments, pensions and estate planning needs. I take pride in getting to know and understand each and every client, their work life, home life, dreams and aspirations to help them plan effectively for the financial future they deserve. My aim is to develop a trusted working relationship with my clients to ensure that I can provide suitable advice which helps them to achieve their long-term goals.
Russell Pearson DipFA – Independent Financial Adviser
Russell joined the Financial Service Industry in 2007 where he held various roles from Mortgage Adviser to Financial Adviser. In 2014 he joined Map Enrolment Solutions to establish the company within the Workplace Pension market. This involved working with Directors to assist them with their enrolment duties and processes. This gave Russell an understanding and experience of working with Directors and business owners which has been beneficial within his current postion.
In 2018 Russell returned to his studies, completing the Level 4 diploma in Financial Planning with The London Institute for Banking & Finance. Russell now operates as Senior Financial Planner within Money Advice Partnership and takes great pride in helping clients to manage their wealth in a growth focused, tax efficient way. With over 15 years’ experience within the financial services industry, Russell has the skills and expertise to guide clients throughout their financial planning journey in life.
In his spare time Russell enjoys spending time with his young family, walking with his dog Cooper and is a regular football supporter.
Graeme Buchanan - Client Relationship Manager/Paraplanner
Graeme joined us in January 2022 as our Client Services Manager and Paraplanner, having worked in Financial Advisory environments for 7 years. He is responsible for managing our Wealth Team to support them to deliver an excellent level of service to our clients. He is also responsible for providing technical support to our advisers to ensure the smooth running of our clients’ investments. By delivering this excellent level of service to our clients, we aim to maintain and enhance our company’s reputation.
Carol Gorman - Senior Administrator
Carol is a senior administrator at Money Advice Partnership. Her main function is to assist the advisers with the admin requirements for all our investors and new clients. This includes new business and servicing. Carol previously worked for a Pension Provider for 15 years, working in customer services as a team leader, then a training role and quality checking. She has worked for the directors and management team within Money Advice Partnership for over 10 years. Carol provides a high level of customer service and takes great pride in providing an excellent customer service to our clients.
Laura Paterson - Administrator
I have held administrative roles in the financial services sector for nearly forty years. I have worked for life assurance companies, mortgage providers and Independent Financial Advisers providing support to Advisers and clients. My role within Money Advice Partnership is to provide administrative support to the Advisers.
It is very important to me to help provide an excellent client experience. I believe clients should always be dealt with in a respectful, helpful and responsive manner. Any problems should be taken seriously and resolved quickly. It is important to make clients feel valued as this builds trust and promotes loyalty. This will lead to MAP’s reputation being enhanced, the receipt of more referrals and ultimately help to ensure MAP’s long-term success.