The team at Condies Wealth has many years’ experience providing practical financial planning advice to people, families and businesses.
We provide advice across a wide range of services including pensions, savings & investments, and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients.
This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs.
At Condies Wealth, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.
Jamie Kinnear
Director & Senior Financial Advisor
Jamie joined the financial services industry in 2001 and qualified as a financial adviser in 2006. He is well versed in helping clients achieve their financial goals and objectives and enjoys working on complex investment, pension, and inheritance tax planning cases. Away from work Jamie is Chairman, Trustee and Coach of Inverkeithing United Community Football Club and spends his spare time either running his two teenage boys Josh and Ewan around to football or making sure the community club is administered effectively
Randal McLister
Director & Head of Mortgage Services/Mortgage Advisor
Now in his 19th year helping clients with mortgages and 6th with Condies Wealth, Randal has a wealth of knowledge around all things to do with property finances and the associated insurances. Like all of us at Condies Wealth, Randal is committed to offering a personalised service to our clients. Whether purchasing, re-mortgaging, or buying-to-let, he will help evaluate the entire market and avoid application pitfalls, to secure the ideal mortgage for you. He also assist clients with life insurance, critical illness or income protection policies.
Terri Hoggan
Mortgage Administrator
With nearly a decade of experience in financial services since 2014, Terri specialises as a mortgage administrator, helping clients navigate their home financing options. Outside of work, Terri is passionate about cooking and enjoys socialising with friends and family. She loves to travel whenever she can, however whilst at home, she has a Bichon called Levi that keeps her on her toes.
Pauline Brown
Paraplanner
Pauline is an experienced professional in financial services and has worked as a paraplanner for many years, She joined Condies in 2016 and likes helping clients to navigate their financial journeys with expertise and care. Outside of work, Pauline enjoys exploring the great outdoors and immersing herself in books. Proud dog owner of two golden retrievers, Rosie and Murph, she cherishes time spent with her furry companions.
Rhona Jamieson
Administrator
Rhona joined Condies Wealth in September 2011 and has over 25 years’ experience in the financial services industry. Currently she provides an administration role to the wider team and this involves helping other advisors in the business deliver the excellent service and efficiency we pride ourselves in at Condies Wealth. When not working Rhona enjoys spending time with her family.
Here to help
Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them.
We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.