Michael Wilson
Michael has been providing Financial Planning Advice since 1996, beginning his career in Financial Services with Prudential Assurance as a Financial Adviser, before spending over 12 years with HBoS/Lloyds Wealth, specialising in Wealth Planning, Pensions, Investment Advice and Inheritance Tax Planning.
Michael became an Independent Financial Adviser at the beginning of 2011, before co establishing Rutland Independent Wealth Management.
William Crookston
Billy worked with life companies, Friends Provident, Standard Life and Scottish Amicable where his career progressed to sales management before joining a leading Edinburgh based independent financial adviser firm in 2000.
Specialising mainly in Wealth Planning, Pension and Investment Planning. Billy then co-founded Rutland Independent Wealth Management LLP as a managing partner in 2015.
Craig Dougan
Craig has worked in financial services since 2002. He started working as a Financial Adviser for CIS Insurance in 2006. Since then he has worked as a Financial Adviser for Santander and Nationwide before joining Rutland Independent Wealth Management as an Independent Financial Adviser in 2015.
Craig is committed to his clients and enjoys taking time to understand their needs. He advises private clients on all aspects of financial planning, he has a particular interest in retirement planning.
Chris Buyers
Chris started his career in financial services in 2002 as a Financial Adviser with Lloyds Banking Group. Over that time, he has successfully built long term professional relationships with clients gaining an extensive and broad-ranging level of experience throughout the time with the Bank. He was promoted to Senior Financial Adviser in 2008, where he gained invaluable management experience, helping manage a team of advisers along with an Area Manager
In 2015 Chris decided to broaden his horizons and go self-employed as an Independent Financial Adviser with Rutland Independent Wealth Management. This has turned out to have been a successful move for his career and Chris became a managing partner of Rutland Independent Wealth Management in 2023.
Lesley Dickson
Lesley has been working in financial services since 2005 when she joined Aegon as a Customer Services Advisor. During that time she gained knowledge on pensions and investments and built on this knowledge going on to work as an administrator with financial advisors in Linlithgow and Edinburgh .
Lesley joined Rutland Independent Wealth Management in 2020 and provides administrative support.
Alison Wilson
Alison joined the Financial Services Industry in 1989 working for Scottish Amicable as an Administrator. Then went on to providing both Corporate and Personal Financial Advice working with major International Financial Institutions including HBoS/Lloyds, Santander and Nationwide, providing full financial planning advice.
Alison joined Rutland in 2018 specialising in providing protection advice and helping with administrative duties.
Stephen Wilson
Stephen started his career as a Financial Adviser with The Bank of Scotland (Lloyds Banking Group) in 2007. He has primarily worked in the Scottish Borders and central Scotland since 2009 and has successfully built long term relationships with clients throughout his career specialising in providing advice around financial protection, pension and retirement planning, investment planning and inheritance tax planning.
Stephen latterly worked for Schroders Personal Wealth as part of the joint venture between Lloyds and Schroders in 2019 before becoming an Independent Financial Adviser with Rutland Independent Wealth Management in February 2020 and subsequently a managing partner in 2023. Stephen is currently working towards level 6 Chartered Status.