alan-steel

Alan Steel Chairman

Alan was an actuarial student in 1969 with Scottish Widows so he understands the industry algebra. He became an IFA in 1973 - formed Alan Steel Asset Management in 1975. He has survived 5 stock market crashes.

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Steve Forbes Managing Director

Before joining Alan in 1995, Steve worked for Clerical Medical for eight years. He became Managing Director in 2005 and as well as writing our monthly client newsletter he is also is a regular contributor to various newspapers. Steve has specialist knowledge in all areas of financial planning

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Frances Steel Finance Director and Company Secretary

Frances joined the company in 1994 to set up our Tax Consultancy service for clients. Now she works as our Management Accountant and is responsible for managing our returns to the Financial Conduct Authority. She is a qualified Chartered Accountant and Chartered Tax Adviser. Frances joined the Board in February 2010.

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Fiona Middlemiss Director of Risk and Compliance

Experienced in personal tax and trusts, including time in private tax practice and insurance companies both onshore and offshore, Fiona joined Alan Steel Asset Management in 1999. She joined the Board in December 2009 with responsibility for risk and compliance.

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Steve Wilson Director

Steve joined Alan Steel in 2006. Previously he spent 8 years with Scottish Amicable in corporate pensions and, more recently, 9 years with AXA Sun Life as a consultant specialising in offshore planning, pensions, post retirement planning and investments for private individuals. Steve was appointed to the Board in April 2012.

Kathryn Morrison

Kathryn Morrison Tax Consultant

Assists clients with the completion of their Tax Returns and general personal tax compliance. Qualified as Chartered Accountant and Chartered Tax Adviser during almost 10 years with a 'big five' accountancy firm. Joined Alan Steel Asset Management in 1998.

Graeme Currie

Graeme Currie Financial Consultant

He has broad experience with General Accident, NEL Britannia and a National Brokerage before joining Alan Steel Asset Management in 1995. Extensive, sound knowledge in all areas, including pensions, investments and protection.

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Alan Adam Financial Consultant

Alan was headhunted from an IFA firm where he was a director. He's been with Alan Steel Asset Management since early 1999, before that 4 years with an IFA firm, 4 years with National Brokers and 5 years with Clerical Medical. Alan's broad experience has made him a valuable addition to the team. He won the Scotsman 'IFA of the Year' competition 2005/06.

Colin Macpherson

Colin MacPherson Pensions Technical Manager

Colin joined the industry in 1990. He spent 10 years with specialist pension providers NPI and Legal & General before bringing his expertise to Alan Steel Asset Management in June 2000.

carol-mcnicol

Carol McNicol Financial Consultant

Joined Alan Steel Asset Management in 1992. Originally responsible for the administration of the discretionary fund management area until 1996 when she moved to the pensions and investments arena to assist Steven Forbes. Comprehensive knowledge of all areas involved in successful financial planning.

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Andrew Macintyre Financial Consultant

Andrew joined Alan in 2010. Prior to this he spent a decade working with major life assurance companies including Scottish Widows and Zurich Financial Services. Most recently he spent 5 years in investment management with Legal & General. Andrew is a Chartered Financial Planner.

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Gary Millward Financial Consultant

Gary joined Alan Steel Asset Management in 2015 and brings with him a wealth of investment knowledge. Previously Gary spent 8 years with the large insurance company Prudential before progressing to become an investment consultant with them in 2010. Specialising in investment Gary then took up a role as Vice President with Blackrock, a global asset management company.

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Henry Melrose Financial Consultant

Henry joined us in 2012 from Threesixty Services LLP where he was a Senior Compliance Consultant. Henry has been in Financial Services for around 24 years and spent 7 years as a Supervision Officer with the Financial Services Authority.