Linkedin Discretionary Investment Management Service

Passionate <br />& Personable ..

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Passionate
& Personable ..

We have a great team of advisers with over 250 years of experience in providing financial advice, backed up by a strong team of technical support staff and administrators whose focus is entirely on service and keeping you up to date.

 

Chris Purves (Managing Director)

Chris is founder, co-owner and Director of Principal & Prosper with more than 30 years of financial services experience. Prior to setting up Principal & Prosper, Chris worked as an Independent… Read more

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"All of our advisors focus on providing our clients with an individual service."

Chris Purves (MD)

Stewart Siegel (Director)

Stewart has more than 30 years of experience in financial services. He is both a Chartered Financial Planner with the Chartered Insurance Institute (CII) and a Fellow of the Personal Finance Society (PFS)… Read more

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"All of our support staff have been selected by us, as they have the right attitude & ethics."

Stewart Siegel (Director)

Brian Knox (Director)

Brian is a Director of Principal & Prosper and in addition to his advisory role is the Firm’s Compliance Officer. With more than 22 years in financial services, Brian is a Chartered Financial Planner with the Chartered Insurance Institute (CII)… Read more

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Jenni Bainbridge (Director)

Jenni has over 20 years of experience in financial services and prior to joining Principal & Prosper worked as a partner with RSM Tenon Financial Management. Jenni is a Chartered Financial… Read more

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Ryan Brown (Director)

Ryan has over 20 years of experience in financial services. Prior to joining Principal & Prosper, Ryan was a Private Client Manager with Standard Life for 5 years after holding positions as a Senior… Read more

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Nigel Cannon (Chartered Financial Planner)

Prior to joining Principal & Prosper, Nigel worked for almost 20 years with Standard Life as a Private Client Manager, having joined straight from university. Nigel is a Chartered Financial Planner with… Read more

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Gail Donaldson (Chartered Financial Planner)

Prior to joining Principal & Prosper, Gail worked for over 9 years with RSM Tenon, where she spent 7 years as Private Client Manager… Read more

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Michele Gladstone (Mortgage Adviser)

Michele has 13 years of experience as an Independent Mortgage Adviser, having been with Principal & Prosper for 10 of those years. She has previous banking experience with Lloyds TSB… Read more

Stephen Burt (Senior Financial Planner)

Stephen has been providing Financial Advice for over 27 years. Prior to joining Principal & Prosper, Stephen was a Senior Financial Adviser with RSM Tenon for 4 years, having joined from… Read more

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Jayne Prins (Senior Financial Planner)

Jayne is a Senior Financial Planner with Principal & Prosper and over 18 years of experience in Financial Services. Prior to joining Principal & Prosper Jayne worked as a Private Client Manager for… Read more

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Ashleigh Taylor (FInancial Planner)

Ashleigh is a Financial Planner with Principal & Prosper and has over 15 years of experience in Financial Services. Prior to joining P&P, Ashleigh worked as a Financial Planner… Read more

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Jennifer Kirk (Financial Planner)

Jennifer with more than 14 years in financial services has the Diploma in Financial Planning (DipPFS) and is currently working towards Chartered Financial Planner status. Prior to joining Principal & Prosper… Read more

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Kelly Smith (Chartered Financial Planner)

Kelly has 20 years experience working in Financial Services and joined Principal and Prosper from Standard Life in 2017. Kelly is a Chartered Financial Planner with the Chartered Institute of Insurers. Read more

Mark Owen (Investment Manager)

Mark is responsible for asset allocation, investment selection and management of multi-asset risk-managed portfolios. Prior to Principal & Prosper, Mark worked… Read more

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Jonathan Horsfield (Investment Manager)

Jonathan joined Principal & Prosper to further supplement the investment team and is responsible for managing multi-asset risk-managed portfolios… Read more

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Gillian McDougall (PA to Chris Purves & Stewart Siegel)

Gillian has been in Financial Services for 17 years and with Principal & Prosper since it was founded. Gillian is the Office Manager and until recently was also responsible for the administration staff… Read more

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Doug Wilson (Senior Technical Support Consultant)

Doug has over 19 years of experience in financial services and is Diploma qualified and currently working towards his Chartered Status. Prior to joining Principal & Prosper, he worked with… Read more

Michael Fullerton (Technical Support Consultant)

Michael worked in the Financial Services Industry for 27 years prior to joining Principal & Prosper in July 2015. He previously worked for a Life Office as well as two Edinburgh… Read more

Sara Jane Kidd (Technical Support Consultant)

Sara has over 15 years of experience in the Financial Services Industry and prior to joining Principal & Prosper in 2014 she spent 8 years in technical support roles. Sara has her Certificate in… Read more

Caroline Stewart (Technical Support Consultant)

Caroline has 14 years of experience in the Financial Services industry and prior to joining Principal and Prosper in March 2017… Read more

Andy Laurence (Technical Support Consultant)

Andy joined Principal & Prosper in 2010. He worked for Scottish Widows in their pension department for 3 years before furthering his education at The University of Alabama at Birmingham (USA), where… Read more

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Gillian O'Hare (Technical Support Consultant)

Gillian worked in the Financial Services Industry for 10 years prior to joining Principal & Prosper in 2007. She previously worked for a number of Edinburgh based IFA firms, gaining experience in… Read more

Craig Strachan (Technical Support Consultant)

Craig joined Principal & Prosper in 2013. He has over 9 years of financial services experience, having previously worked for Aegon, Bright Grey and Standard Life where he worked in a variety of roles… Read more

Liane Cox (Technical Support Consultant)

Liane has 15 years’ experience working in the Financial Services industry and Joined Principal and Prosper from Tcam Asset Management in 2017… Read more

Ian Hamilton (Technical Support Consultant)

Ian has worked in the Financial Services Industry for nearly 20 years prior to joining Principal & Prosper in January 2018. He started at Scottish Widows in 1999 and has worked… Read more

Amanda Gryczka (Adviser Support)

Amanda has recently joined Principal & Prosper and will be based in our Kelso office. She has 15 years’ experience in the financial services industry having spent the last 8 years… Read more

Lynne Flynn (Adviser Support)

Lynne joined Principal & Prosper in 2013, having previously worked for more than 8 years in various adviser firms and also spent 5 years with Cooperative Insurance Services… Read more

Ruth Fraser (Adviser Support)

Ruth joined Principal & Prosper in in November 2013. Previously Ruth had worked in Financial Services with RSM Tenon in an administrative role… Read more

Lawrence Mann (Adviser Support)

Lawrence recently joined Principal & Prosper at the start of 2014 and works in Adviser Support. Previous to this he spent 4 years at the University of Edinburgh where he graduated… Read more

Stuart McConnachie (Adviser Support)

Stuart joined Principal & Prosper in 2008 after 3 years with an Edinburgh stockbroker providing administrative support to discretionary portfolio management… Read more

Audrey McGarry (Adviser Support)

Audrey has over 14 years' experience within the Financial Services Industry. Prior to joining Principal and Prosper she had various roles including Office Manager with Alexander Hamilton. Read more

Lianne Morrison (Adviser Support)

Prior to joining Principal & Prosper, Lianne worked for the Wrap Platform administration team at Standard Life where she worked as a Platform Administrator. Lianne brings a strong understanding… Read more

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Cheryl Patterson (Adviser Support)

Cheryl has over 15 years’ experience in the financial services industry. She joined Principal & Prosper in December 2014. Prior to joining us Cheryl worked as an administrator at Standard Life… Read more

Kerry Queen (Adviser Support)

Kerry has 14 years of experience in the Financial Services industry. Having previously worked with Principal & Prosper from 2004 until 2008 she has recently returned for a second time… Read more

Lynda Mclaren (Adviser Support)

Lynda recently joined Principal & Prosper at the start of 2016. Lynda has returned to work having had a career break to raise family and living abroad for 7 years. Prior to… Read more

Allan Stevenson (Adviser Support)

Allan has worked in the Financial Services industry in England & Scotland for over 35 years. Including broker consultant and trustee consultant roles with Norwich Union and Hornbuckle Mitchell… Read more

Stacey McDonald (Finance Administrator)

Stacey has over 19 years accounting experience gained in both industry and practice environments. Before joining Principal & Prosper in 2013, Stacey worked for two other Edinburgh based… Read more

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Steph Price (Admin Manager)

Steph has over 17 years’ experience in the financial services industry. She joined Principal & Prosper in August 2014. Prior to joining us Steph was a team manager at Standard Life. The last six years… Read more

Erin Greig (Administrator)

Erin joined us in 2016 as an administrator.  This is Erin’s first full time role after studying at the University of Edinburgh.  She previously worked part time in the retail sector before joining our team. Read more

Ryan McGregor (Advisor Support)

Ryan joined Principal & Prosper at the beginning of 2017 as part of the valuations team… Read more

Ailsa Davidson (Admin Support)

Ailsa joined Principal and Prosper in January 2017 as an office junior… Read more

Rebeccah Kennedy (Advisor Support)

Rebeccah joined us at the end of 2017 as an administrator. Prior to this she spent 4 years studying at Edinburgh Napier University… Read more