Alan Rutherford Wealth Management Ltd

Partner Practice of St. James's Place Wealth Management

Patricia Lee, Financial Adviser

Patricia’s mission since she began her career in financial services in 1998 with Abbey Life, has been to promote trusted, professional, face to face financial advice. It is important to her that she establishes long term relationships with her clients.

Since accepting the invitation to join St. James’s Place Wealth Management in 2006 she has established a successful client base with both corporate clients as well as professional and private individual clients.

This continues to grow mainly through receiving personal and business introductions from clients who have benefited from the service she provides.

Patricia has offered advice on Wealth Management issues ranging from Investment Planning, Retirement Planning, Trusts*, and Protection needs. This has enabled the mitigation of Inheritance Tax liabilities by protecting valuable assets.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.

*Trusts are not regulated by the Financial Conduct Authority

Laura Pike, Financial Adviser

Laura will be leading our work with teaching professionals having come from a 20 year background in the teaching profession. The information regarding this can be found in the 'Teachers & Lecturers' tab of our website.

Laura also prides herself upon a high level of service to her clients and is committed to building long term relationships with both individuals as well as business owners. Most importantly, Laura believes in giving back, and has supported various local charities, namely Voluntary Services Aberdeen , Stroke Association and Sue Ryder amongst others.

She has been appointed an educator for St. James’s Place Wealth Management Financial Education and is also an Education Champion for the Personal Finance Society. This means she visits schools all over Scotland educating young people in savings, budgeting and financial education.

Olivia Campbell, Practice Manager

Olivia joined Alan Rutherford Wealth Management Ltd in May 2015. As Practice Manager to Alan Rutherford Wealth Management, Olivia looks forward to expanding her existing knowledge and experience within Financial Services.

Olivia's role is to assist in business processing, report writing, client care involving taking care of all clients’ queries, day to day administration, including the preparation of client meeting packs. Most importantly it is her responsibility to co-ordinate our client meetings, client events and Marketing.

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Karen MacKenzie, Secondee Practice Manager

With over 30 years extensive experience in the financial services industry Karen joined Alan Rutherford Wealth Management Ltd in June 2019 as Secondee Practice Manager, to cover Olivia’s maternity leave. Having worked previously in both Private and Commercial Banking Karen is a dedicated professional who consistently provides a high level of service delivery.

As Practice Manager Karen will be responsible for overseeing the smooth and efficient running of the business and will work closely with the Advisers to deliver a seemless client experience. In addition to daily client care activities, the role will also see Karen focus on business processing, report writing , administrative tasks and preparation of client meeting packs.

Sandy Reid, Paraplanner

Sandy joined the Alan Rutherford Wealth Management Ltd in January 2016 and has an extensive background in the financial services industry.

He brings with him over 40 years’ experience in financial services, with 17 years spent in retail banking before moving to financial services in 1992. Sandy has a total of 22 years providing financial advice primarily to business clients, providing advice in respect of business needs as well as personal financial planning needs for company directors and business owners.

Sandy has attained all the necessary qualifications for the role, including the Diploma in Financial Planning.

Ready for a change of direction and looking for a new role away from advising, Sandy joined us as our Paraplanner. His role is working closely with Alan to assist with report writing. Sandy also undertakes report writing for other Partners and Advisers within St. James’s Place.

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Calum Rataj, Administrator

Calum joined Alan Rutherford Wealth Management as an Administrator in August 2018, having completed a Media and Communications course at college after leaving school.

As Administrator, Calum’s role involves dealing with incoming mail, client mailings, arranging client meetings, preparing information for meetings and processing updates from meetings.