Meet the team

We have decades of experience in providing advice across a wide range of services, focusing particularly on investment planning, pensions, ISAs and unit trusts. We are a client-centric firm that puts client satisfaction and positive outcomes at the heart of everything we do.

We strive to develop amicable, long-term relationships with our clients that promote confidence and trust. We want our clients to feel they can contact us about any matter, at any time. We even run a client advisory council, meeting with six of our valued clients on a biannual basis to discuss what we are doing well, what we can improve on and our value for money in our clients’ eyes.

David Ross - Director and Financial Adviser

David has worked in financial services for over 35 years. As a codirector and Financial adviser at Wealthway he enjoys spending time in developing financial planning strategies for clients and converting complex situations into easy to understand solutions.

David has lived in Peterculter outside Aberdeen all his life, and when not at work spends his time hillwalking with his dogs or spending time outdoors .

Alison Chandler - Director

Alison has been working in financial services for over 30 years in a variety of roles. As a Co-Director she oversees the day-to-day operations and ensures the business runs smoothly.

She is committed to continuously improving her skills and knowledge in the industry, to better assist the services offered. Her favourite aspect is the variety each day brings and interacting with clients.

Alison lives in Perth and in her spare time she likes cycling, cooking and travel.

Zoe Cook - Paraplanner

Zoe has worked in financial services for over 10 years, mainly in administration & paraplanning roles. She is based in Manchester & works for David & Alison to ensure their cases and annual reviews are compliant. Zoe enjoys the variety & busy-ness of her role – no two days are the same! Zoe lives with her husband, 2 kids, dog & cat and enjoys travelling & socialising.