Our team

There’s a wealth of experience and knowledge among the members of the Achieve team, and it’s at your disposal whenever you choose to work with us.

Our team

James Sinclair

Director and Chartered Financial Planner

Bruce Paterson

Financial Planner

Khadijah Rasul

Client Support

Daniel McLeod

Compliance and Client Support

When you’re ready, we’re here

We’d love to hear from you. Whether you’re ready to start planning or just have questions, take the first step and get in touch.

    Achieve Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. Registered in Scotland: Registered Number SC367766. Should you wish to register a complaint, please write to or telephone James Sinclair using the information provided above. A summary of our complaints handling procedures for the reasonable and prompt handling of complaints is available on request. If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 08000 234567.

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