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

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 a former member of the Chartered Institute of Taxation. Frances joined the Board in February 2010.

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

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

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.

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

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.

Scott Robertson

Financial Consultant

Already well known to the team, Scott joined ASAM as a Financial Consultant in the summer of 2018.

An engineering graduate from Heriot-Watt, he spent 14 years at Scottish Widows latterly as a pension specialist before diverting his focus towards investments at Octopus Investments.

He then moved to Old Mutual Wealth to develop his investment experience focusing on onshore and offshore investments along with pension planning.

Scott is a strong technician with a wealth of experience.

Mike Melrose

Financial Consultant

Following his service as an engineer with the Royal Navy Mike decided on a career within Financial Services. As a fully qualified Financial Consultant he is working towards being a Chartered Financial Consultant, a widely accepted ‘gold standard’ for professional financial consultants. Mike has an excellent knowledge of investment markets, how to apply this to successful financial planning, and forms a key part of our Fund Research team.

Neil Gordon

Financial Consultant

Neil spent over 10 years in the Life and pensions Industry including a long tenure at Standard Life where he was involved with Investment Platforms & Pensions.

Following his time there Neil joined the group that is now known as Quilter where he held a number of roles involving Pensions, Tax & Trust planning and Investment Management. This involved assisting advisers across Scotland with technical support in areas such as Lifetime Allowance and investment management.

All of this industry experience built over 20 years means that he is a valuable member of our team. 

Ashleigh Travers

Financial Consultant

Ashleigh joined Alan Steel Asset Management in 2010 from Aegon where she worked in their Pensions Department. Over the years, Ashleigh has built a wealth of experience whilst supporting our clients and helping to build all important client-adviser relationships. With over 14 years’ experience in the Financial Services industry, Ashleigh has a broad knowledge of the key areas involved in building a robust financial plan.