John Roberts - Head of Office
John established Gilmour Hamilton Financial Planning Division in 1993 having worked for Standard Life for 5 years as a Financial Consultant. Over the years John has gained a wealth of experience in Financial Planning and Wealth Management advising business owners, busy professionals and families with complex affairs on all aspects of personal financial planning, including tax, pension, investment and estate planning.
Craig Roberts - Senior Wealth Manager
Craig has been working in financial services since 1995, originally working in the Life and Pension industry in Edinburgh before joining Gilmour Hamilton as a trainee adviser in 1998. Having qualified the following year, Craig has successfully become a valued part of our Wealth Management Team; an experienced financial planner with a proven track record in providing appropriate solutions for a wide variety of clients.
Paul O’Shea - Operations Manager
Having graduated with an Honours Degree in Accountancy and Finance, Paul joined the firm in 2009 and has a wealth of technical knowledge in relation to pensions, tax and trust planning. He also assists John in ensuring that all systems, controls and regulatory aspects of the business are managed effectively.
Sean Roberts - Investment Research
Sean has worked with Gilmour Hamilton since his graduation from Stirling University in 2012. Sean is an investment specialist who is responsible for the ongoing investment research and analysis that make up AGL Wealth Management’s investment proposition. Sean continues to study with the aim of one day becoming an Investment Manager.
Amy McGavin - Wealth Services Executive
Amy has worked with Gilmour Hamilton since 2017. Before joining the firm Amy completed her SVQ 3 in Business and Administration. She assists the advisers and other team members in client servicing and support. Amy helps ensure all client expectations are fulfilled and that they have a pleasant and professional experience when they visit the AGL Wealth Management office.
Katie Summers - Paraplanner
Katie attained her BAcc degree in Accountancy at Glasgow University and worked in an Accountancy practice before joining Gilmour Hamilton in 2018. Katie works closely with the team providing administration and technical support to the Wealth Managers in the preparation of client reports and recommendations. She is currently studying with the aim of one day becoming a qualified Investment Manager.
Ruairidh Turnbull - Wealth Services Executive
Ruairidh is the most recent addition to the Gilmour Hamilton team joining in 2019. Ruairidh’s role is to provide high level of support to our Wealth Managers and paraplanners, while adhering to regulatory standards and ensuring that clients receive a personalised and first class service. He will gain exposure to all aspects of the business whilst continuing to develop in his role in client servicing and support.