Henderson Loggie Financial Planning has appointed Jonathan McDowall and Ricky Clark to the board.
Both Jonathan and Ricky are very experienced financial planners and have been instrumental in the significant growth of Henderson Loggie Financial Planning over the past five years.
These appointments further strengthen the leadership team under new CEO Susan Pringle.
Henderson Loggie Financial Planning holds approximately £350 million in assets under advisement and has offices in Aberdeen, Dundee, Edinburgh and Glasgow.
Jonathan McDowall joined the firm in 2015. He provides financial planning advice to individuals and businesses, with particular expertise in tax planning advice.
Ricky Clark joined the firm in 2013 to focus on expanding clients’ business services portfolio.
Susan Pringle, Managing Director of Financial Planning at Henderson Loggie, said: “Ricky and Jonathan are already highly respected in our business and in the industry here in Scotland.
“They have a deep understanding of the market in which we operate and their appointment to the board reflects our long-term plans.
“Both have excelled in maintaining high levels of personalized service for our customers and will now be instrumental in helping all staff reach their full potential. I look forward to working together to continue to raise standards as leaders of our expansion program, rolling out our service for owner-managed businesses across a broader geographic footprint.
Jonathan McDowall said: “It is a privilege to be able to shape the future of the business, and I am delighted to be able to continue my career at this level with Henderson Loggie Financial Planning. We have an excellent team in place, an enviable clientele and many opportunities to grow the business without losing sight of our values and our personal approach.
Ricky Clark said: “We have worked hard to become go-to trusted advisers for owner-managed businesses in Scotland, as well as providing financial planning services for people saving for retirement or concerned about pension plan. succession. We achieve this by focusing on our people, our customer experience, continuous learning and robust processes and I am delighted to play a part in ensuring that we remain at the forefront on these fronts as we grow. and we are developing.