Biographies

ANDREW BUCHANAN

Andrew BuchananAndrew is the Managing Director of Buchanan & Associates Financial Planning and joined the financial services industry in 2000. After completing his training with AXA Sun life he then formed a firm in 2002 which then became known as Mackay, Buchanan & Associates. In 2005 Andrew established his own office. In 2007 Andrew then started working alongside Thinc Group until 2010. In January 2010 the company was moved clear of any large National firms to focus on a high degree of local service. Throughout this period Andrew has maintained and grown his client base ensuring the highest level of customer service in all aspects of financial planning.


 

RICHARD WAKEM

Richard WakemAfter 10 in the Royal Engineers leaving with the rank of Corporal, Richard started his financial services career in 1988 at Equity & Law which later became part of the AXA Group. He worked in a variety of sales management, technical and advisory roles with AXA and in 2007 became Area Development Manager for Thinc as part of the AXA Group, working closely with advisers both locally and nationally. Richard joined Buchanan & associates in February 2008 in an advisory role. Richard has lengthy experience in all aspects of financial services including pensions, both individual and company pensions and investments and looks forward to being involved in the continuing growth of Buchanan & Associates where he now can focus on providing a local, personal, face to face advice service to his expanding client base


 

JANINE MARTIN

Janine MartinJanine joined the company in 2009 and has gradually increased her knowledge and working hours.  She is now established within the business as a valuable Wrap administrator.  She continues to increase her training and knowledge of our Wrap systems.

 

 


 

RACHAEL BUCHANAN

Rachael BuchananRachael has been a partner in the firm until 2010 and is now company secretary and co director.  Her main duties are the smooth running of the firm and accounts.  She is not directly involved in the advice areas but runs our accounts and ensures continuity within the firm.

 


 

JOHN MCVEAN

John McVeanJohn has joined the business in the last year and woks primarily in business development. He brings a lifetime of knowledge and experience from his previous managing director role of a successful financial services company. John does not advise clients directly but introduces people to Buchanan& Associates and helps within our corporate proposition.

 


 

BEN KERR

Ben KerrBen joined the company in 2012 as a paraplanner, his duties involve technical queries, fund & product research & process development. Ben Worked for Standard Life for 10 Years in the new business and Annuity Pension Payment departments before moving to the Aberdeenshire area in 2008 to take up a paraplanning role with another IFA firm.

 


 

LORNA

Ben KerrLorna joined the company in 2015 as a Trainee Paraplanner. Her duties include assisting Ben with fund & product research as well as various administration duties required to support this. She will be continuing to increase her knowledge & training within the role of Paraplanner. Previously Lorna has worked in a variety of office administration roles as well as spending 8 years working within the Emergency Control Room at Grampian Fire & Rescue Service.