0141 221 0033

About Us

Welcome to Paterson Financial Planning-

A different approach to financial advice

You may have clicked on this site and expect us to bombard you with details about pensions, investments, money issues etc etc but, we don’t believe this is what people want.

Founded in 2004 Paterson Financial Planning has been an organic growth business which has grown from word of mouth referrals from existing clients. The reason we believe we have achieved such strong growth and reputation is quite simple. We listen to our clients, we ascertain what they are looking for, the journey they want to take and then we devise solutions that fit those scenarios.

Whatever your situation we believe everyone needs a plan to support them. Perhaps you are at, or building towards retirement, maybe you are a business owner that needs help with planning and protection of your business or you are a growing family, each situation needs guidance and planning that helps reach the goals and aspirations that everyone has. We are certain we can help build a more secure, contented and fulfilling lifestyle now and in retirement.

We have created a short video that should help you understand a little more of what we do:

Meet the Team

Damien Paterson Email Damien

Damien Paterson

Tel: 0141 221 0033

About Damien

PFS LogoManaging Director and Proprietor

Damien set up the company in 2004 and is the MD of the company, responsible for overall oversight of operations and strategy of the company.

Damien has worked in financial services since 1992 and has worked in many different areas gaining a breadth of experience. Haven taken his career as far as he could within the confines of a large operation he decided to go it alone in order to make his own decisions for the future.

Damien services clients across a number of sectors including families, trusts, small and large corporate clients, divorce proceedings and settlements and personal injury award cases. He is a pension transfer specialist through examination which is essential in dealing with transfers from complex defined benefit schemes to  private arrangements as has been opened up recently through the new pension regulation.

Damien is passionate about offering clients a financial plan and solution that are easily followed in order to obtain the goals and aspirations sought.

Damien specialises in offering innovative investment and pension solutions to individuals and corporates and will work closely with solicitors and accountants to help clients in various areas including quantifying large claim settlements for personal injury cases, divorce settlements including pension sharing and trust fund investment and planning.

Damien and his wife Gillian have been married since 2001 and have 2 children.  He enjoys cycling and pre work visits to the gym to get the brain in gear along with the odd round of golf. To relax he enjoys cooking and he tries to travel as much as possible with his family when workload allows.

Richard Farquhar Email Richard

Richard Farquhar

Tel: 0141 221 0033

About Richard

 

Director

Richard has over 21 years experience in Financial Services and has held several senior roles at large Financial Institutions. Richard is a qualified Pension Transfer Specialist allowing him to advise on the complex work of Final Salary Pensions. Having spent a few years working at an Investment House Richard takes a keen interest in client investment solutions.

Richard has a young family so has temporarily given up his social life. He enjoys spending time with his family and helps coach his sons football team. He likes the odd game of golf despite being terrible at it and enjoys eating out.

Mark Davidson Email Mark

Mark Davidson

Tel: 0141 221 0033

About Mark

Paraplanner

Mark has been a Paraplanner for over 7 years having worked in Financial Services for over 10 years, during this time he has attained the CII’s Diploma in Financial Planning, he has also passed exams required to provide mortgage and long term care advice.

Mark’s role is to assist the advisers within the firm in preparing reports and recommendations in addition Mark’s role involves working alongside the advisers on technical cases specifically on tax and estate planning work.

Outside of work Mark spends time with his son, baby daughter and wife in addition he will also try and find time to play golf!

Nicole McLelland Email Nicole

Nicole McLelland

Tel: 0141 221 0033

About Nicole

PA to Damien Paterson and office administrator
Nicole has worked within the Financial Industry for 2 years now, where her primary focus was within the mortgage department of a large bank. Nicole is keen to progress within the Financial Services Industry and joined PFP to broaden her horizons and give her a platform to study towards her industry exams.

Outside of work, Nicole really enjoys travelling extensively and learning about different cultures. She also enjoys keeping fit and relaxing at her local country club.

Carole Blair Email Carole

Carole Blair

Tel: 0141 221 0033

About Carole

Client Manager

Carole has worked in the Financial Services Industry for over 20 years and is currently working towards the CII’s Diploma in Financial Planning.

Carole’s role is to provide full administration support within the firm.

Outside of work Carole enjoys watching football, going to the gym and spending time with friends and family.

Natalie Donnell Email Natalie

Natalie Donnell

Tel: 0141 221 0033

About Natalie

Financial Planner

Natalie has been operating in financial services for over 7 years where she has gained an in-depth knowledge and understanding of the market and the various financial solutions that are available to clients – whether this be personal or corporate. She has achieved the Diploma in Professional Financial Services as well as the Certificate in Mortgage Advice.

Natalie’s role is a Financial Planner and she is committed to taking the time to understand what is important to our clients and what drives their financial goals, allowing her to design a financial plan that is tailored to our clients personal or business objectives. Natalie can provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.

Outside of work, Natalie is a keen hill climber and cyclist.

Charity is also important, and she will regularly participate in charity events such as skydiving, the 3 peaks challenge and a grueling (but equally rewarding) 550-mile cycle from London to Edinburgh.

Leigh Nixon Email Leigh

Leigh Nixon

Tel: 0141 221 0033

About Leigh

Practice Manager

Leigh has 20 years of Financial Services experience. Having worked for a pension provider as a Staff Trainer and Key Account Handler for many years she decided in 2015 to jump the fence and take on a new challenge by working with Financial Advisers. Leigh has experience  as an administrator, Paraplanner and  Line Manager and brings this experience to the business- focusing on staff management & development, the day to day running of the office as well as processes and compliance work.

Outside of work Leigh enjoys spending time with her daughter and reading. During the summer months she escapes the pressures of life on the back of her partner’s motorbike, touring the UK and seeing as much of the country as the weather will allow

 

Want to know more?

Call us for a friendly chat on 0141 221 0033 or email: contact@www.birdpalace.cn