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T: 0141 611 7312
E: mail@chartermarque.co.uk

Key Team Members

 

Scott Morton – Chartered Financial Planner

Scott has over 30 years experience in pensions, financial planning and workplace benefits.  Before setting up Chartermarque with Stuart in 2007 he spent 15 years with KPMG.  His specialist area of expertise is pensions and retirement income planning.

He is also a Fellow of both the Personal Finance Society and the Chartered Insurance Institute (CII) and has longstanding involvement with the CII in the development and delivery of Qualifications, Examinations, Assessment and Accreditation.

Scott Morton

Alastair McQuiston – Chartered Financial Planner

Alastair advises both corporate and private clients on all aspects of financial planning and investment management. He advises sponsoring employers and trustees of occupational pension schemes on a range of issues including de-risking, investments, scheme design and auto-enrollment. He has over 20 years experience and has previously worked at big 4 accountancy firms and a national employee benefit firm.

Alastair McQuiston
Marie McNeil

Marie McNeil

Marie joined Chartermarque in 2012 from Deutsche Bank to deliver employee benefit services to corporate clients.  She has experience of all types of workplace pension schemes (defined benefit and defined contribution) and has helped many employers comply with their constantly changing pension obligations.  She also advises employers on risk benefits for employees, such as group life assurance and group income protection arrangements.

Stuart White – Chartered Financial Planner

Stuart joined Chartermarque in 2012 to help the firm deliver its services to clients.  He qualified as a Chartered Financial Planner in 2014.  Since joining the firm he has been involved with the development of its investment proposition and has particular expertise in lifetime cash-flow modelling.

Stuart White

Jocelyn Meadowcroft

Jocelyn Mitchell

Jocelyn joined Chartermarque in 2013 as office administrator responsible for providing support to our advisers for the day to day service of our clients.  She is now our administration manager in control of creating, maintaining and co-ordinating office processes and procedures as well as work flow efficiencies to maintain smooth operations within the firm.