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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. 

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vICKI MERRIMAN

client Support

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. 

 

 

CONNOR MCGILLIVRAY

client Support

Connor grew up in Inverness, and joined the Achieve team as a graduate in July 2017. He spent the previous four years in Texas gaining a degree in Business Administration from the University of Houston-Victoria.

Connor is currently studying for the Certificate in Financial Paraplanning.

When Connor’s not working he likes to spend his time going to the gym, playing football and socialising.