Eilidh McDonald

Paraplanner

Eilidh graduated from university with an honours degree in Finance, Investment and Risk and joined the team in 2024. Since then, she has supported Stephen and Andrew with a range
of administrative responsibilities, including client onboarding, research, report preparation and financial analysis, helping to ensure clients receive a consistently high standard of service.

She is currently working through the R0 exams to achieve a Level 4 qualification in Financial Advice, with the long-term goal of becoming a financial adviser. Outside of work, she enjoys travelling and going on holiday.