Meet the Team

Click on our staff members below to find out more:

John Reed
John
Reed

John Reed


About John

Director & Principal Adviser

John Reed is a Director and Principal Adviser at Reed Financial Planning Ltd and is a graduate of Glasgow Caledonian University and holds the Diploma in Financial Planning. John has over 28 years experience in the financial services industry, 25 of which have been as an Independent Financial Adviser.

John is highly experienced in advising clients in both personal and business financial planning.

Elisabeth Reed
Elisabeth
Reed

Elisabeth Reed


About Elisabeth

Director & Financial Administrator

Elisabeth Reed is a Director & Financial Administrator at Reed Financial Planning Ltd. Elisabeth is a graduate of Moray House and is a qualified Primary School Teacher. Now in her second career Elisabeth is based in our Head Office in West Linton on the outskirts of Edinburgh.

Iain McNicol
Iain
McNicol

Iain McNicol


About Iain

Locum Consultant Adviser

Iain McNicol is a locum consultant adviser at Reed Financial Planning Ltd and also runs his own financial advisory practice based in Edinburgh which trades as RedSky Financial Planning. Red Sky Financial Planning is an appointed representative of Reed Financial Planning Ltd and Iain works very closely with John Reed on all matters relating to the business of both practices.

Iain is a graduate of Strathclyde University and holds the Diploma in Financial Planning. He has over 18 year’s experience in the financial services industry, 11 of which have been as a Financial Adviser.

Juliet  Harrison
Juliet
Harrison

Juliet Harrison


About Juliet

Paraplanner

Juliet Harrison is a Paraplanner at Reed Financial Planning Ltd and has over 13 years experience in financial services, mostly Corporate Pensions and Client Management. Based at our Head Office at West Linton Juliet works within the Advise team to provide a high level of service for our clients.

Dale  Kidd
Dale
Kidd

Dale Kidd


About Dale

PA to John Reed

Dale Joanne Kidd is an PA to John Reed/Administrator at Reed Financial Planning Ltd and has around 28 years experience in supporting roles within a wealth of large financial institutions throughout the UK. Based at our Head Office at West Linton Dale works within the administration team to provide a high level of service for our clients.

Louise  Shepherd
Louise
Shepherd

Louise Shepherd


About Louise

Office Manager

Louise Shepherd is the Office Manager at Reed Financial Planning Ltd and has 23 years experience in financial services.  Louise has Associate status through The Chartered Institute of Bankers in Scotland.  Based at our Head Office in West Linton on the outskirts of Edinburgh. Louise works closely with John Reed and our two administrators (Dale & Juliet) to provide the highest level of advice and service for our clients.

Keith Drysdale
Keith
Drysdale

Keith Drysdale

About Keith

Trainee Financial Adviser

Keith Drysdale is a Trainee Financial Adviser at Reed Financial Planning Ltd and has over 28 years experience working in Financial Services. Keith holds the Diploma in Financial Planning Qualification through the Chartered Insurance Institute.  Based at our Head Office at West Linton Keith works within the Advice team to provide a high level of service for our clients.

Want to know more?

Office: 01968 662900    Mobile: 07921 456 105

Email: enquiries@reedfinancialplanning.co.uk