Chartered financial planning firm Fitzallan was founded in 2004 by directors Gregor Johnston and Neil Brennan, when former employer, Ernst & Young (E&Y), exited the regulated financial advice market. They were soon joined by a number of their former E&Y colleagues.

Both Johnston and Brennan remain key client advisers, with the advisory team boosted in recent years by Gill Hunter from Grant Thornton and the promotion of Pamela Walters, both chartered financial planners.  An additional chartered financial planner will join the advisory team in August to further improve client servicing as well as to help with and accelerate Fitzallan’s steady growth. This appointment will also facilitate the increasing intergenerational financial planning many of the firm’s clients are undertaking, in many cases, due to the global pandemic.    

Fitzallan’s clients around the UK meet their advice team at least once a year. Face-to-face meetings will resume in the near future but the advisory team has fully embraced online meetings and it is expected that many future client meetings will be online, but the advisers will always be available to meet in person.

Many established clients have expressed a preference for online meetings and it has certainly increased the time advisors can meet with clients. Advisers work closely with clients and other professional advisers, and regularly have combined meetings.