McLean & Melrose Wealth Management Ltd
Meet Our People
Stuart S McLean Dip PFS
Director

Stuart started his career in financial services with Scottish Widows in 1988 as an Actuarial specialist for life & pensions. As a proven team leader, Stuart gained the advanced Financial Planning qualifications to become an Advisor in 1995. By 1997, Stuart took on the role of Financial Planning Consultant at Standard Life, quickly progressing to Senior Consultant with a large and complex client base. Accepting an
invitation to join the St. James's Place Partnership in 2001, Stuart is now delighted to provide bespoke financial advice to his private and corporate clients.

A specialist in private and corporate pensions, Stuart also advises his private clients on matters including investments, inheritance tax planning, long term care and whole of market mortgage sourcing.


David F Melrose Dip PFS
Director

David believes in giving a first class service to his clients and pays great attention to detail when dealing with all aspects of their financial affairs. Starting out in his profession in 1982, he has gained a wealth of knowledge and experience and is proud to be able to offer his clients professional advice on a wide range of investments, retirement and exit strategies, inheritance tax planning and mortgages.

David very much looks forward to building a professional and valuable relationship with you.


Tom Barbour
Practice Manager

Tom is an experienced financial services manager, having previously held a Business Relationship Manager position at RBS in Edinburgh. Tom has built strong relationships with some of Edinburgh's leading small to medium sized enterprises and previously specialised in commercial lending. He brings a wealth of expertise and maturity to our team and is an integral component in delivering the high service standards preserved for clients of McLean & Melrose Wealth Management Ltd.


Patrick Cannon
Mortgage Advisor

Pat has been in the industry for over 20 years and for the
last decade had excelled as a lending specialist providing
first class advice and expertise for; first time buyers, home movers,
re-mortgages, buy-to-let* (purchase and re-mortgage) and commercial lending.

*This type of mortgage is not regulated by the Financial Services Authority.


Sarah Henderson
Administration Assistant
Sarah graduated from University in 2005 having studied Business Studies and Accountancy. She then moved to work in the retail sector dealing with stock control, payroll and administration.







Helen Turner
Personal Assistant