Achieve Financial Planning Ltd - Investment & Pension Advice
Expert Advice for a Secure Future

Our Team

 

Our Team


James Sinclair FPFS

Chartered Financial Planner


James is the 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 a Fellow of the Personal Finance society.

Away from work James spends his time going to the gym, watching football, and doing DIY around his home.


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 Chartered Insurance Institute’s (CII) Diploma in Regulated Financial Planning.

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


Connor McGillivray

Trainee Financial Adviser


Connor grew up in Inverness, spent 4 years living and studying in the United States before moving back home in 2017. Gaining a Bachelors Degree in Business from the University of Houston-Victoria, he joined the Achieve team in July 2017.

Connor is currently studying for the Chartered Institute for Securities & Investment’s (CISI) Investment Advice Diploma, in order to become a qualified Financial Adviser.

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

 
 

Bruce Paterson

Client Support


Bruce grew up in Inverness, spent 4 years living and studying in Aberdeen before moving back home in 2018. Gaining an MA in Philosophy from The University of Aberdeen, he joined the Achieve team in September 2018.

Bruce is currently studying for the Chartered Insurance Institute’s (CII) Diploma in Regulated Financial Planning.

When Bruce is not working he likes to spend his time walking his dog, trying to play pool and socialising.

 
 

Bradley Cross

Client Support


Bradley joined the Achieve team in January 2019 after nearly 3 years at accountancy firm Equiom Group.

Brad achieved a Higher National Diploma (HND) in Accountancy from the University of the Highlands & Islands in 2016.

Brad is currently studying for the Chartered Insurance Institute’s (CII) Diploma in Regulated Financial Planning.

When Brad’s not working he likes to spend his time going to the gym and socialising.

 
 

Tim Hale

Guest Member of the Achieve Investment Committee


Tim is CEO of Albion Strategic Consulting which he established in 2001 and now works with over fifty high quality financial planning firms in the UK, helping them to establish and manage a robust, risk-focused and low cost, passive approach to investing for their clients.