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David van der Hoeven - Director

David van der HoevenDavid joined Clark Gillone in 1993, becoming a Director in 1998. His qualifications and experience, particularly in the pensions sector, are widely recognised and he is a Senior Examiner for the Chartered Insurance Institute. 

David is a Fellow of the Chartered Insurance Institute and an Associate of the Pensions Management Institute.  He has also been awarded the title of Chartered Financial Planner.

 

 

 

Graham Lennox - Director

Graham LennoxWorking in financial services since 1988, Graham first became an IFA in 1997. Holding the Chartered Insurance Institutes' Pension (G60) examination, he joined Clark Gillone in 2001 to enhance the pension capability of the business.

He has developed an in-depth knowledge of the marketplace but is no longer authorised to give advice as he has responsibility for the operational and compliance issues within the company.

 

 

 

Christopher Dean

Christopher DeanChris has over 25 years experience in financial services and holds the CII's Advanced Financial Planning Certificate qualification in a wide range of financial disciplines.  As a member of the Personal Finance Society his qualifications confer the Personal Finance Society Diploma.

Chris spent many years working with product providers in the areas of pensions, investment and tax planning both on and offshore and for several years he was involved in managing the UK sales operation of a global fund management business working closely with several of the worlds top investment fund managers.  He provides a wealth of experience to clients and specialises in investment and tax planning advice to both individual and corporate clients.

 

David Reid

David ReidDavid joined the industry in 1988, initially with one of the UK’s largest Building Societies where he progressed to the post of Branch Manager, before becoming an IFA with West of Scotland Insurance Brokers in 1995.

His main area of specialist knowledge is within the mortgage market, and he holds the Certificate in Mortgage Advice and Practice.

 

 

 

 

 

Drew Buchanan

Drew BuchananDrew has worked in financial services for over 35 years, initially as a banker with Clydesdale Bank, progressing to branch management in 1990. He then joined Friends Provident for a short spell in 1994.

In 1996, he joined Bradford & Bingley as an Independent Financial Adviser, remaining in this role until 2004 when Bradford & Bingley decided to stop providing independent advice. He then joined Bank of Scotland as a Client Manager, where he specialised in investment, pension and inheritance tax planning, before joining Clark Gillone in April 2007.

Drew has been awarded Chartered Financial Planner status by the Chartered Insurance Institute and is also a Fellow of the Personal Finance Society (PFS), the professional body for the financial advisory profession in the UK, which is part of the CII.

He is also a Member of the Chartered Institute of Bankers in Scotland.

 

Kenny Wallace

Kenny Wallace

Kenny has worked in financial services for 16 years. Following Graduation from Strathclyde University, Kenny trained as graduate recruit with Equitable Life. After working as a Private Client Manager for eight years with Bank of Scotland's Investment Service, he joined Clark Gillone in May 2009. During this time he built up a diversified client bank advising in the "at retirement” market, estate planning, pensions and investments.

Kenny holds the CII's Advanced Financial Planning Certificate and the Advanced Diploma in Financial Planning including G60 - Pensions and G10 - Taxation and Trusts.

Kenny has been awarded Chartered Financial Planner status by the Chartered Insurance Institute.


 

Gavin Hutchison

Gavin HutchisonGavin has over 30 years experience in the financial services industry having worked in various roles for major product providers and as an independent financial adviser for the last 16 years.

He has a broad knowledge of the market place, advising clients on their personal financial planning requirements and companies on employee benefit arrangements.

In addition he also has a vast experience of the ever changing mortgage market and is one of few advisers to hold the specialist qualification allowing him to advise on Equity Release mortgages.

Gavin holds the Diploma in Financial Planning (DipPFS) together with the Mortgage Advice Qualification and Certificate in Equity Release.

Gavin is based in our Stirling office.

 

Scott Gardner

Scott GardnerScott has gained over 25 years experience in the financial Services industry including working as a pensions specialist with one of the major life offices. Since joining Clark Gillone in 2005 he has utilised his extensive knowledge to provide independent advice to individuals and companies.

His qualifications include the Diploma in Financial Planning, Pensions G60 (Pension Specialist) and G10 (Taxation and Trusts). He is able to demonstrate the quality of his advice by the large number of referrals he receives from Solicitors, Accountants and other Financial Adviser firms.

Scott is able to provide specialist advice on Retirement Planning, Investments and Taxation.

 

Graeme Shakeshaft

Graeme Shakeshaft

Graeme has over 10 years industry experience, initially as a banker with Clydesdale Bank, before moving into Financial Planning in 1999 with Standard Life. He worked in Bank of Scotland’s Investment Service before joining Clark Gillone.

Graeme has been awarded Chartered Financial Planner status by the Chartered Insurance Institute and is also a Fellow of the Personal Finance Society (PFS), the professional body for the financial advisory profession in the UK, which is part of the CII.

 

 

 

Allan Carr

Allan CArr

Allan has worked in the Financial Services industry for 15 years and moved to Clark Gillone to ensure he retained his independent status.

Before joining Clark Gillone, Allan worked as an IFA for Barclays Wealth and HSBC Premier. He specialises in Portfolio Management and Inheritance Tax planning.

Allan holds the Diploma in Financial Planning including Investment Principles, Markets and Environment. He also holds the Certificate in Life & Pensions and the Award in Long Term Care Insurance.

 

 

Sharon Lyon

Sharon Lyon

Sharon started giving financial advice in 1990 with one of the UK’s major life offices. In 1993, she was a founding partner of Acorn Asset Management. While working at Acorn, Sharon was able to build up a reputation for quality independent financial advice in the Inverclyde area.

Since becoming part of Clark Gillone in April 2009 Sharon has been able to concentrate entirely on seeing clients, offering her expertise on all areas of financial advice.

Sharon's business over the years has grown mainly due to referrals from her clients who are happy to pass her name on with confidence to family, friends and colleagues.

Sharon has been awarded the level 4 Diploma issued by the Personal Finance Society. Within this qualification, Sharon holds the J01 Personal Tax and J02 Trusts qualifications.

Sharon also holds the Chartered Insurance Institute Certificate in Mortgage Advice and Equity Release.

VouchedFor rating and reviews for Sharon Lyon, IFA GREENOCK

 

Scott Campbell

Scott Campbell

Scott worked as a Wealth Management Adviser at Bank of Scotland’s Investment Service for six years before joining Clark Gillone in 2011. He has 16 years experience working within the financial services industry.

Scott has a range of qualifications including Investment principles, markets and environments (J06) and Trusts (J02). He specialises in Inheritance Tax planning.

VouchedFor rating and reviews for Scott Campbell, IFA GLASGOW

 


 

CLark and Gillone Address Bar
Pavilion 3
Finnieston Business Park
4 Minerva Way
Glasgow G3 8AU
TEL: 0141 353 2124
info@clarkgillone.co.uk

Thin Line

11B Gladstone Place
Stirling FK8 2NN
TEL: 01786 479794
FAX: 01786 479365
stirling@clarkgillone.co.uk


Thin Line

15 Gilmour Street
Paisley PA1 1DD
TEL: 0141 889 8888
FAX: 0871 528 8888
paisley@clarkgillone.co.uk


Thin Line

1st Floor, 13 William Street
Greenock PA15 1BT
TEL: 01475 710 968
FAX: 08715 282 968
greenock@clarkgillone.co.uk