This month, we’d like to introduce you to some of our team, so you can understand a little more about what we all do and put some faces to names.
Carly Lester
Client services coordinator
Carly works within our client services team, supporting the client services manager with administrative tasks, liaising on internal processes, and helping maintain the high standard of client service you expect from us.
Lauren Cherrett
Client services manager
Lauren manages our client services function, overseeing workflows, quality control, and service standards. She plays a key role in ensuring consistency, compliance and effective communication across our whole team.
Rory Anderson
Client services executive / trainee adviser
Rory supports the client services team, assisting with case processing, client communications, and administrative tasks, making sure you’re all well supported throughout your journey with us.
Luke Mercer
Client services executive / trainee adviser
Luke works with our client services team, assisting with administration, research, and preparation tasks as part of his progression within the firm. He’s also developing his technical knowledge through training and hands‑on experience.
Lisa Smith
Business operations
Lisa supports our business operations and internal processes, contributing to the smooth running of the firm, as well as supporting team coordination and operational oversight.
Beverley Riddell
Director
Beverley is a director of the firm, responsible for all business operations. She focuses on governance, systems, service standards, and the overall strategic direction of the business.
Stuart Foulkes
Director
Stuart is a director, responsible for the advice team. He supports our operational effectiveness, systems, and ongoing development.
Get in touch
Our team is always on hand and happy to help. If you’d like to talk to us about any aspect of financial planning, please get in touch by emailing enquiries@gag-ltd.com or calling 0131 363 0090.