James Sinclair Financial Planner

James Sinclair

Financial Planner

James is a director and founder of Achieve Financial Planning Ltd.

James has been a financial planner since 1991 and has built his experience in personal and corporate financial planning working for some of the main names in finance. When James set up his own company in 2009 many of his clients followed him and the company continues to grow.

James is a Chartered Financial Planner and holds the highest qualification as Fellow of the Personal Finance Society.

Away from work James spends much of his time with his young family.

His wife, Emma acts as the company accountant.

Vicki Merriman

Vicki Merriman

Client Administration Assistant

Vicki grew up in Cambridgeshire, and has lived in various locations across England before she finally settled in Inverness in 2006. Gaining a BSc (Hons) in Economics from Loughborough University, she has worked in various financial institutions before joining the Achieve team in June 2015.  

Vicki is currently studying for the Certificate in Financial Paraplanning.

Outside work Vicki likes to relax watching Netflix with her fiancé, or practicing handicrafts and knitting.  




Iona Corse

Iona Corse

Client Administration Assistant

Iona moved to Inverness to work as a graduate for Achieve Financial Planning Ltd in October 2015. She was born and brought up in Kirkwall, Orkney, where she attended Orkney College achieving a BA in Business and Management.

Iona is currently studying for the Certificate in Financial Paraplanning.

When Iona's not working she likes to spend her time socialising with friends, going to the gym and always enjoys a trip away.