Meet The Team | Campbell Mackie Limited

Meet The Team

Like any growing business, Campbell Mackie Limited has sought out the expertise of high quality individuals to join the business to assist in providing the best possible advice and service proposition for existing and new clients. Scott Graham and Lisa Duncan were identified as having the same passion and determination as Alan Mackie in wanting to provide an enhanced range of services with a view to improving the client’s financial planning experience. The following commentary will tell you a bit more about the Campbell Mackie team.

Alan Mackie

Managing Director

Alan has been in Financial Services for over 35 years and has always worked in the Independent Financial Advice Sector. When Alan set up Campbell Mackie Ltd in 2008 he wanted to create a very specific type of practice. The firm operates to meet the needs of individuals and companies looking for a comprehensive, proactive and personal financial planning service. Campbell Mackie Ltd is not a firm that will deal with the mass market but rather a firm that offers a highly specialised service to high net worth clients.
Alan enjoys playing Golf, Hill Walking and undertakes voluntary work in the community.

Scott Graham

Director

Scott began his career in Financial Services in 1993 after graduation from Strathclyde University with an honours degree in Economics. Scott spent six years with a major insurance company before becoming an adviser in 1999. Although Scott advises on all aspects of financial planning, as a qualified Pension Transfer Specialist his particular area of expertise relates to retirement planning and pensions (including Final Salary transfers). Outside of work Scott enjoys spending time with his family, watching football and playing golf.

Lisa Duncan

Office Manager

Lisa began her career in Financial Services in 2016 and moved to Campbell Mackie Limited in 2017 to develop her range of skills in the areas of Investment Planning and Final Salary Pension Scheme Transfer Administration. Lisa has taken on the role of Office Manager and is currently expanding her IT and Financial Planning qualifications to be able to offer an ehanced level of expertise to our clients.

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