Our Team

Ross has been involved in financial services for the last 25 years having previously worked in Actuarial Services within Standard Life, IFA sales in Scottish Widows and Friends Provident and as an independent financial adviser with Positive Solutions. He has been a director of AIRP for 11 years. He is level 4 qualified after completing the Institute of Financial Services Diploma for Financial Advisers in May 2011. He is currently studying towards becoming a Chartered Financial Planner which should be completed in 2024.

Ferrier Pryde works out of the Glasgow office but travels the UK extensively, he has been involved in financial services for over 29 years since starting out with Standard Life in one of their Actuarial Departments. Since then he has worked for Aegon, Spence & Partners/Dalriada Trustees - who are one of the largest independent Actuarial and Pension Trustee consultancies in the UK, and a large IFA practice in Glasgow. He is level 4 qualified and a pension specialist including having extensive knowledge of defined benefit pension schemes. Ferrier also has a high degree of knowledge in both PAYE, personal and corporate tax and inheritance tax planning.

Stephanie joined us in November 2013, before which she studied for four years at Glasgow Caledonian University to get her BA (Hons) in Finance, Investment and Risk Management.  Since joining Advanced Investment and Retirement Planning she has been partaking in numerous training courses, obtaining her level 4 Diploma in Financial Advice and her level 4 Diploma in Mortgage Advice.  Stephanie has recently moved her focus from giving independent mortgage advice to dealing with new investment and pensions enquiries, and is working towards Chartered Financial Planner status through the London Institute of Banking and Finance.

Diane is our office manager and has been with us since January 2015 and is in charge of running the office, preparing client valuations and reports and overseeing the day to day administrative processes of a busy IFA practice. Diane joined us from a retail background but has added a different perspective having worked in a broad range of roles previously.

Mike is our Paraplanning and Research Manager and he started in June 2017. He has a background in IT and financial services having joined us from the Bank of Scotland where he completed his Diploma in Financial Planning (Level 4) and he was a Private Banking adviser there for 2 years.

Since joining Advanced Investment & Retirement Planning Mike is continuing to work towards the Advanced Diploma in Financial Planning (Level 6) as well as completing the FE Analytics Certification. 

Shirley joined us in 2016 having spent 20 years working in senior managerial posts within the Department for Work and Pensions over a variety of roles and projects responsible for multiple job centres and staff. She has adapted well to her change in career and provides support to the advisers and is responsible for income and fee management.

Sarah is one of our Paraplanners and joined the team in February 2022. She has worked in the financial services industry for over 12 years, having joined us from an IFA practice in Warwickshire. She is based in Coventry and conducts research, paraplanning and technical support to our independent financial advisers.

Sarah obtained the Diploma in Regulated Financial Planning (Level 4) in 2017 and has since achieved the Pension Transfers qualification. She continues to work towards the Advanced Diploma in Financial Planning (Level 6).