The Team
We are a small team working closely with our clientele to gain the best outcome for their circumstances. You will benefit from a full range of professional financial advice under one roof from wealth management, succession planning, inheritance tax planning, to buying a house and the mortgage planning & affordability process.
Colin Shaw
Executive Director
Colin has 29 years working in the financial sector, starting in the home service industry and becoming an Independent Financial Adviser in 2001.
Colin specialises in helping clientele with a full range of services from buying your first home to estate, retirement and wealth planning. Colin utilises a full range of up to date independent software like Cash Flow Modelling which engages clients in reaching their financial goals and objectives.
Bellina Currie
Accountant
Bellina has worked in the financial industry for 24 years starting in the banking sector where she finished as manager in the Bank of Scotland.
Looking for new challenges Bellina wanted to move in to accountancy and completed her qualifications in 2013 after joining Encompass Financial Services in 2011. Working with a broad spectrum of clientele, her services include self-assessment, payroll, book keeping, Corporation tax, VAT and capital gains tax.