Johnston Carmichael Wealth expands into Dundee

04/04/2024

Johnston Carmichael Wealth has expanded into Dundee following two strategic appointments based in the city.

Lauren Whitters and Duncan Fernie, who collectively have almost 25 years’ experience in the financial sector, join the team as financial planners as part of Johnston Carmichael Wealth’s continued growth,

The Wealth team now employ six members of staff in Dundee, with employee numbers in the wider Johnston Carmichael regional hub in the city up from three when it opened in 2019 to 40.

Johnston Carmichael Wealth employs over 60 staff, forming financial planning, business and client support teams across the UK as part of Johnston Carmichael, Chartered Accountancy and Business Advisory firm.

Craig Hendry, Managing Director of Johnston Carmichael Wealth said: “We’re continuing to invest in our offering at Johnston Carmichael Wealth, so it’s great to be expanding into Dundee for the first time.

“Lauren and Duncan will strengthen our wider team. Both have impressive backgrounds, know their local markets and are really well-connected, which will help us pursue growth across Dundee and the wider area in Perth and Fife.

“We’re well positioned within the marketplace, and as a truly independent firm working with a variety of clients at all different levels, we are able to offer impartial, trusted and award-winning advice.”

Lauren joined the firm in recent weeks and will work closely with financial planner Duncan, who has more than 14 years’ experience in financial services.

Lauren’s specialisms include savings and investments, inheritance tax mitigation and estate planning, pre- and post-retirement planning, and reviewing existing financial planning arrangements.

She said she is pleased to have made the move to Johnston Carmichael Wealth, which has been ranked the UK’s top financial advisers two years running by FT Adviser.

Lauren said “Johnston Carmichael and Johnston Carmichael Wealth both have excellent reputations, and fantastic teams, which attracted me to this role.

“It’s been great to see how numbers have grown in the Dundee office in recent years, and I’m really looking forward to working with businesses across the area.

“I have extensive experience of working on complex cases, as well as working with family businesses and private clients, which I believe will help improve our offering even further.

“I aim to provide advice and financial planning solutions to individuals across all areas of financial planning to build a financial plan that will enable them to live the life they want to lead with confidence.”

Johnston Carmichael Wealth specialises in providing expert financial planning and advice on personal and business affairs such as investment and retirement planning, estate planning, and personal and business protection.

Other recent additions to the team in the past year include the appointment of chartered financial planner Martin Hendry to its Glasgow office, boosting its presence in the Central Belt.

In recent years Johnston Carmichael Wealth has embraced industry-leading technology and practices including a partnership with London-based investment research and consultancy firm Square Mile, to provide additional insight on the funds market and secure the best possible financial outcomes for its clients. Johnston Carmichael launched its Dundee office in June 2019 as part of a strategic expansion of its operations.

The hub provides bespoke services to the city’s growing sectors, including technology and life sciences. Its expert team also support businesses from its other key sectors including food and drink and agriculture as they harness technology to boost their operations and grow.

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