Our advisers
contact one of our advisers directly
John Barry
Executive Chairman
John has 37 years in the insurance/financial services profession in Scotland. He has worked with the National Farmers' Union, Towry Law, Standard Life and Schroder Life before becoming an IFA in 1985.
John holds the Certificate in Financial Planning and enjoys helping clients with investment, inheritance tax planning, SIPPs (Self Invested Personal Pensions), Life Assurance and other protection contracts.
His experience places him in an excellent position to advise clients in all areas of finance.
Email John at john.barry@edrisk.co.uk
Willie Crockett
Managing Director
Willie has been involved in financial services for 27 years providing technical advice as an IFA consultant and managing IFA Consultants for well known institutions before joining ERM as a Director.
He has been a member of the team since July 2002 and his areas of specialisation are Investments, Inheritance Tax, Trusts, Long Term Care and Equity Release.
He holds FPC, Trust and Tax, Long Term Care, Lifetime Mortgages, and Home Reversion Qualifications. He is also an Associate of the Chartered Insurance Institute.
Email Willie at willie.crockett@edrisk.co.uk
David Templeton
Director
David joined the pensions industry in 1973 after receiving an Honours Maths degree from Strathclyde. He acted as Pension Sales Manager for The Life Association of Scotland for 15 years, and headed up KPMG's Financial Services team in Scotland for 2 years before joining Edinburgh Risk Management.
He specialises in Pensions, SIPPs, at retirement counselling, Corporate work for Directors and Staff Group Arrangements.
Email David at david.templeton@edrisk.co.uk
Ian Lambie
Director
Ian has over 30 years in financial services having worked with Equitable Life, NPI latterly as the Edinburgh Manager and with Abbey National as technical trainer.
Ian holds the Advanced Financial Planning Certificate and is a Member of the Society of Financial Advisers. Ian also holds the G60 as part of the AFPC, which authorises him to advise on Pension Transfers.
His main area of specialism is pensions.
Contact Ian at ian.lambie@edrisk.co.uk
Grant Walker
Director
Grant has 24 years of industry experience. Having worked for Scottish Life for 2 years and Standard life for 22 years. 19 of those years were spent as an account manager dealing directly with IFAs.
Grant holds the Certificate in Financial Planning and is an Associate of the Chartered Insurance Institute.
With his widespread experience Grant is in a position to advise on any areas of business.
Email Grant at grant.walker@edrisk.co.uk
Carolyne Smith
Senior Mortgage Consultant
Carolyne is our resident Mortgage Specialist. She has over 12 years of experience in the financial services industry. Carolyne follows a whole of market approach to finding the right mortgage at the right time.
She holds the Mortgage Advice Qualification, the Certificate in Equity Release along with the Certificate in Financial Planning and the Long Term Care Insurance qualification.
Carolyne is also a member of the CII and the Personal Finance Society of Mortgage Professionals.
Email Carolyne at
Paul Galloway
Senior Financial Planning Consultant
Paul has been involved in financial services for 21 years. His background is in institutional fund management, primarily in UK equities. He has worked for major financial institutions, including
Scottish Widows, General Accident and Ivory & Sime.
He has been a member of the team since July 2006 and his areas of specialisation are Investments, Tax Planning, Trusts and Pensions.
Paul holds the Advanced Financial Planning Certificate and is an Associate of the Chartered Insurance Institute.
Email Paul at paul.galloway@edrisk.co.uk
Paul Barry
Senior Financial Planning Consultant
Paul has worked in financial services for 20 years. He worked for 19 years with Halifax Bank of Scotland. Within HBOS he has held roles working with Standard Life, Halifax Life, Halifax Financial Services and Bank of Scotland Investment Service.
Paul is a Member of the Chartered Institute of Bankers (MCIBS), with Ba Hons in Financial Services and holds the Certificate in Financial Planning.
His specialist areas are personal investment, inheritance tax planning, pensions, specialist pensions, corporate investment and group pensions schemes.
Email Paul at paul.barry@edrisk.co.uk
Want to speak with one of our advisers directly?
Contact our office during normal business hours, Monday to Friday 9am to 5pm
