At Castlebay, we believe great financial planning and investment management begins with great people. Our team brings together decades of experience, diverse industry insight and a shared commitment to doing the right thing—for our clients, for our business, and for the future.
Every member of the team is aligned with the values that define Castlebay: integrity, long-term thinking, and clarity in everything we do. From Chartered Financial Planners and investment experts to compliance professionals and client support specialists, we work collaboratively to deliver a joined-up approach tailored to each client’s needs.
Whether you're planning for retirement, investing for growth, or simply seeking clear, jargon-free advice—you’ll get to know the individuals behind the process. We’re proud of the relationships we build, and many of our clients have worked with us for years, trusting us to guide them through life’s financial decisions.
Get to know the people behind Castlebay below.
Our Financial Planners
Chartered Financial Planner
Chartered Financial Planner
Chartered Financial Planner
Our Support Team
Why Choose Castlebay?
We’re Chartered Financial Planners with decades of experience, offering clear, jargon-free advice that’s tailored to your goals. With transparent fees, a truly independent approach and a commitment to putting clients first, we proudly serve individuals and families across Scotland and the UK.
Ready to take the next step? We're ready to help.