Inverness: 01463 419 137Glasgow: 0141 440 7433

Our Team

Our team is highly experienced and dedicated to offering the best possible advice and guidance

Ross
Smith

Director & IFA

Ross has been involved in financial services for the last 25 years having previously worked in Actuarial Services within Standard Life, IFA sales in Scottish Widows and Friends Provident and as an independent financial adviser with Positive Solutions. He has been a director of AIRP for 11 years. He is level 4 qualified after completing the Institute of Financial Services Diploma for Financial Advisers in May 2011. He is currently studying towards becoming a Chartered Financial Planner which should be completed in 2020.

Ferrier
Pryde

Director & IFA

Ferrier Pryde works out of the Glasgow office but travels the UK extensively, he has been involved in financial services for over 29 years since starting out with Standard Life in one of their Actuarial Departments. Since then he has worked for Aegon, Spence & Partners/Dalriada Trustees - who are one of the largest independent Actuarial and Pension Trustee consultancies in the UK, and a large IFA practice in Glasgow. He is level 4 qualified and a pension specialist including having extensive knowledge of defined benefit pension schemes. Ferrier also has a high degree of knowledge in both PAYE, personal and corporate tax and inheritance tax planning.

Jim
Smith

Director

Jim Smith is a co-director in the business. He is the Principal of Advanced Financial Planning which is a separate successful financial practice in Inverurie. Jim is also Level 4 qualified and is a founding member of the Institute of Financial Planning. He originally trained as a Chartered Accountant and has a BA (Hons) in Accounting from the University of Strathclyde Business School.

Stephanie
Johnstone

Independent Mortgage Broker

Stephanie joined us in November 2013, before which she studied for four years at Glasgow Caledonian University to get her BA (Hons) in Finance, Investment and Risk Management. Since joining Advanced Investment & Retirement Planning she has been partaking in numerous training courses, obtaining her level 4 Diploma in Financial Services. Stephanie is also a qualified Independent mortgage advisor, responsible for dealing with the majority of mortgage enquiries received, and is currently working towards gaining her Advanced Diploma in Mortgage Advice.

Diane
Macleod

Office Manager

Diane is our office manager and has been with us since January 2015 and is in charge of running the office, preparing client valuations and reports and overseeing the day to day administrative processes of a busy IFA practice. Diane joined us from a retail background but has added a different perspective having worked in a broad range of roles previously.

Mike
Ford

Paraplanning & Research Manager

Mike is our Paraplanning and Research Manager and he started in June 2017. He has a background in IT and financial services having joined us from the Bank of Scotland where he completed his Diploma in Financial Planning (Level 4) and he was a Private Banking adviser there for 2 years.

Since joining Advanced Investment & Retirement Planning Mike is continuing to work towards the Advanced Diploma in Financial Planning (Level 6) as well as completing the FE Analytics Certification. He currently commutes from Newtonmore, but hopes to move to Inverness later this year.

Shirley
Baker

Mortgage Administrator & Trainee Mortgage Adviser

Shirley joined us in 2016 having spent 20 years working in senior managerial posts within the Department for Work and Pensions over a variety of roles and projects responsible for multiple job centres and staff. She has adapted well to her change in career and provides support to Stephanie Johnstone and is about to start her training towards obtaining qualifications to provide independent mortgage advice. This should be completed in 2021.

Rosie
MacLennan

Trainee Independent Financial Adviser

Rosie recently joined us in 2019 and has been a welcome addition to the team. She is currently studying towards obtaining her level 4 diploma in financial advice through the London Institute of Banking and Finance. This should be achieved in late 2021 where she will then embark on a further three year training course to become an Independent Financial Adviser in her own right.

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