The People

Stephen Waite
Stephen Waite
Director
After graduating from Newcastle University with a degree in Chemistry, Stephen caved in to his sartorial sensibilities and rejected a lifetime in lab coats and safety glasses. That, and his belief that three years of Chemistry is three years too many.
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David Corner
David Corner
Financial Planner
Born and bred in North Yorkshire, David started his career in financial services in 1988 with ‘Home Service’ company Royal London, where he put his passion for customer service to good use for 13 years.
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Heather Rickaby
Heather Rickaby
Paraplanner
After graduating from Cambridge with a Masters in Chemistry, Heather decided to move back to the North East where her family lives. She was fortunate to start a career in financial services, which shares many of the analytical skills of her scientific background.
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Dasha Orlova
Dasha Orlova
Financial Planner
Originally from Lithuania, Dasha arrived in Edinburgh in 2008 to study Financial Mathematics at Heriot-Watt University. After four sleepless yet exciting years she graduated with an Honours degree. Her career in the world of finance took off as a Business Analyst in a financial software company in the Scottish capital.
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Rebecca Harrison
Rebecca Harrison
Financial Planner
Following graduation from Lancaster University in Accounting, Auditing & Finance, Rebecca moved to London where she trained to be a Chartered Accountant. After two years, she decided London was not for her and moved back to the North East where she grew up.
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