Our Team

 

Mike Ferguson

Tel: 01356 625285

About Mike

Managing Director

As the founding Director Mike has more than 30 years’ experience in the financial services industry. Mike’s main role as Managing Director is to steer the company in the right direction through clarity of vision and incisive policy decisions linked to sound financial management. Mike particularly enjoys developing connections with fellow professionals such as Accountants & Lawyers. In any spare time Mike enjoys the sport of curling still competing in local, regional and national competitions. Mike is married to Sandra with 3 grown up children, two grandchildren and a lively working cocker spaniel.

Ken Ferguson

Tel: 01356 625285

About Ken

Director & Senior IFA

Ken has been a Director of the company since 1989 during which time has successfully built up strong relationships with his large client base. In addition to actively advising clients Ken manages the Ferguson Oliver team of advisers and specialises in the Wealth Management aspects of our business. Ken is married to Lynn with 2 grown up children, two grandchildren, a friendly American cocker spaniel and a lively cockerpoodle. Ken is a lifelong Brechin City FC fan who has risen to the grand and responsible position of Chairman of the club. Ken also sits on the SPFL board.

Martin Mayo

Tel: 01356 625285

About Martin

Independent Financial Adviser

Martin has been with the company since 2000 and is a key adviser looking after several important client relationships such as the Angus Council Employee’s Advisory Scheme. Martin conducts business in all aspects of Financial Planning including Mortgage related advice. Martin has one son and in his spare time enjoys nothing better than a round or two of golf.

Joni Hill

Tel: 01356 625285

About Joni

Specialist Mortgage & Protection Adviser

Joni has recently joined the company to help develop Ferguson Oliver Mortgages. With many years experience working for National Banks and Brokers Joni understands the importance of face to face advice when advising on what is for many clients one of the biggest financial decisions they will make in their lives.  Joni is married with a young family and enjoys keeping fit and socialising.

Karen Addison

Tel: 01356 625285

About Karen

PA to the Managing Director

More an Office Manager than a PA Karen has responsibility for the smooth running of the office and office systems having been with the company since 2005. Karen has tremendous knowledge of both the industry and our clients’ requirements. Attending the Gym in her past time Karen enjoys keeping fit, Music and socialising.

Lorna Thomson

Tel: 01356 625285

About Lorna

Senior Client Support

Lorna is on first name terms with most of our clients having been with the company since 1988. Lorna’s primary role is to maintain our client back office system and provide our clients with the information they require when they want it. Married with 2 grown up children Lorna loves her holidays to exotic venues.

Laura Walker

Tel: 01356 625285

About Laura

Senior Para-Planner

Laura has recently returned to the company after a period off on maternity leave following the birth of her second child. Laura works part-time keeping our client reports up to date, accurate and well researched. With para-planning an ever increasingly important aspect of our industry Laura is kept busy keeping up to date with all the legislative and regulatory changes that might, or might not, effect clients financial planning. Any time out of work is taken up looking after the family or socialising with friends. 

Bill Balfour

Tel: 01356 625285

About Bill

Para-Planning

Bill joined Ferguson Oliver in 2013 after a career as an IFA. Bill and Laura work as a team to produce quality and accurate client reports at the critical time when clients are deciding upon agreed actions. Bill enjoys supporting Brechin City FC and watching all sports.

Donna Porter

Tel: 01356 625285

About Donna

Client Support

Donna supports all client administrative activities particularly with regard to informing our wealth management clients and maintaining a close relationships with BIM our equip portfolio managers.

Chantelle Sweeney

Tel: 01356 625285

About Chantelle

Client Support

Chantelle mans our front desk welcoming customers with a friendly smile and efficient communications. Chantelle assists the client support team preparing portfolio valuation and reports. When out of the office Chantelle enjoys driving, keep fit, socialising and spending time with her family & friends.

Lynn Kerr

Tel: 01356 625285

About Lynn

Client Support

Lynn recently returned to the company having previously looked after our insurance clients. With time away to raise her family of one son and one daughter Lynn has returned to help us service our ever expanding client base through new and innovative service propositions. When times allows after family and work Lynn enjoy keeping fit and socialising.

Sheryl Renilson

Tel: 01356 625285

About Sheryl

Client Support

Sheryl has recently commenced employment with us and is currently in training to help support our para-planning, compliance and client administration teams. In her previous employments Sheryl gained valuable skills and knowledge in processing of information in a competent and efficient manner, skills that are essence in a modern financial services industry.

Outside work Sheryl is busy making her wedding plans.

Nina Edwards

Tel: 01356 625285

About Nina

Client Support

Nina has recently joined Ferguson Oliver as a trainee administrator and is currently going through accelerated training whilst ably manning our reception desk. Once fully trained Nina will be assisting with all aspects of client support from valuations to policy servicing.

Want to know more?

Call us for a friendly chat on 01356 625285 or email: hello@fowm.co

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