Alex began his journey at the organisation in 2017 and has accelerated through the ranks to become an esteemed paraplanner. He is a highly valued member of staff who has achieved diploma qualification within the sector. He is an academically qualified financial advisor and is currently working hard to achieve his chartered status. As a paraplanner, Alex aids in bringing our client's financial plans together. He undertakes tasks such as generating cash flow models, and reports and carries out cost-benefit analysis for clients.

An academically qualified financial advisor, Michael has experience and knowledge in an array of areas when it comes to financial planning. He also has a certificate in mortgage advice and practice. Michael is an invaluable member of the organisation with over 4 years at OFP, he continuously spreads his expertise amongst his peers. Amongst pursuing his chartered status, Michael aids in bringing my client's financial plan together. He undertakes tasks such as generating cash flow models, report writing, and carries out cost-benefit analysis for clients.

Ladi has over 15 years of experience in financial services. Starting his career in financial sales straight out of university. Ladi has further gained knowledge and experience in commercial banking, private banking, and now wealth management. Ladi is an academically qualified financial adviser and is planning to sit his last exam to achieve chartered status. Putting clients at the heart of everything he does is the key driving force behind Ladi’s success.

Liam joined OFP in 2021 after attaining a bachelor's degree in Accounting and Finance at Brighton University. This impactful education along with time spent working closely with people across previous jobs sets him up nicely within the finance sector and his current role. Liam is in charge of existing clients, ensuring all ongoing financial planning requirements are continuously met.

Based in our Glasgow office, Elnora joined the team following her graduation from Strathclyde University studying Business Administration & Operations. She boasts an experienced background when it comes to customer care. Elnora is currently advancing through her Diploma and is a partly qualified financial advisor.
Elnora is in charge of existing clients, ensuring all ongoing financial planning requirements are continuously met

Leah joined OFP in early 2019 and since has worked across the organisation within many different teams. Leah has impressively worked her way into the client servicing role and has firmly made it her own. Leah is in charge of existing clients, ensuring all ongoing financial planning requirements are continuously met.

Gary, originally from Glasgow, joined One Financial in February 2021 whilst impressively completing a master's degree at Brunel University. He now strives to fulfill a long and industrious career within the finance sector. Gary deals with prospect clients and business, he works on making the client journey as seamless as possible. He does this by upholding the highest standards and adding superior value along the way for my clients. He also heads up our branding and marketing.

With past experiences working in an array of client-facing roles dealing with different demographics and backgrounds at a young age, together with a strong drive to deliver the very best, Georgie has taken all this into the Business Management role in which she excels. Georgie controls all new clients and aims to make the initial steps of a client's financial journey as easy and comfortable as possible.

Coming from an engineering background, Joe obtained a level 4 diploma in civil engineering before joining OFP in October 2021. Full of enthusiasm and a passion to learn, Joe has cemented his position as a business manager and has become a strong member of the team. Joe is in charge of all new clients and aims to make the initial process for clients, as comfortable and painless as possible

Coming from successfully passing his A-Levels and having a vast knowledge when it comes to customer service, Liam joined my team in the latter stages of 2022. Coupled with great technical skills, Liam looks to continue learning within the finance sector as he begins his career. Liam looks after new clients and helps in getting the client journey off to an exceptional start whilst maintaining quality standards.

In 2024, Natalie joined OFP after completing a bachelor's degree at Strathclyde University. Natalie has an experienced background in client-facing roles and has added great quality to the organisation. Natalie looks to add to her knowledge by undertaking her financial exams.

Coming from an experienced background in customer centric roles, Lane joined OFP in the middle of 2024. She has accumulated an array of skills from previous roles that are crucial when it comes to working within the finance industry, keeping people at the heart of everything she does.