Malcolm has been a financial adviser since graduating from university in 2001, with his first position allowing him to complete his exams and qualifications while working.  After spending a significant period of time providing advice within the banking and private banking sectors, he decided he had the skills, qualifications and experience to start his own firm in 2013.

The creation of his own independent advice firm has allowed Malcolm and his team to use the various tools and resources available to them to provide unbiased, independent and sophisticated solutions for his loyal client base.  This has taken the level of service and expertise to a whole new level, and something Malcolm still continues today to try and elevate and improve.  Creating, preserving and managing client wealth and lifestyles is at the forefront of Malcolm’s approach to financial planning.

Malcolm has attained the Chartered Financial Planner accreditation through the Chartered Insurance Institute, and continues with his professional development in an ever changing profession and industry.

Malcolm and his family enjoy various outdoor activities, and walking their beloved dog Buddy on Nairn beach.

Lynne started working in financial services over 20 years ago and is a Diploma qualified member of The Personal Finance Society and The Chartered Insurance Institute.  She is also qualified as a Pension Transfer Specialist and continues with her financial services studies to ensure that she continues to remain an expert in our highly regulated profession which changes constantly. Lynne has extensive investment and pension knowledge and provides technical support as the firm’s Senior paraplanner as well as carrying out cashflow analysis, researching financial planning solutions for clients and preparing recommendation reports.

Olivia joined Macleman Wealth on a permanent basis in 2020 after graduating from Heriot-Watt University with a Masters in Chemistry. Olivia worked with us during the summer of 2019 as an intern where she gained a great understanding of the financial planning process. This was when Olivia decided she would like to pursue a career as a Financial Adviser, and we were delighted to welcome her back following her graduation.

While completing her level 4 Diploma, Olivia worked as a paraplanner and shadowed the financial advisers within the firm. In 2023 she completed her Diploma in Regulated Financial Planning and has been advising clients since then. Olivia focuses on building strong client relationships while helping them to achieve their financial goals.

Sammy’s background is in business and marketing and in 2009 she secured a golf scholarship at the University of Gardner-Webb (North Carolina). She graduated in 2013 with a Bachelors degree in Marketing before returning to work in the golf industry. During these years, she gained invaluable experience in delivering a high quality experience and customer service to members and visitors alike. Sammy met her husband Fraser on a golf trip to Houston in 2007. They married in 2014 and are proud parents to two boys, Ruben and Cooper.

Rebecca joined Macleman Wealth in 2022 as a Paraplanner having made a career change from Law. It was during Rebecca’s time as a conveyancer, buying and selling homes, that she gained experience in customer service and the financial aspect of property, which eventually lead Rebecca to pursue a career in financial services. Rebecca’s role involves providing support to senior staff and recommendation research and she is currently studying towards the Diploma in Financial Planning.