Howard McCain

Chartered Financial Planner

Howard is an expert who has worked for over 37 years with private clients, professionals, CEOs and business owners helping them achieve their lifetime financial planning goals.

Through this experience Howard helps clients in the protection against financial risk, building and preserving wealth, your investment planning and borrowings.

He is married to Gill and they have two sons – Alex, 23 who is a teacher and Euan, 12 who loves sports in particular football and swimming.

 

Victoria Curry

Practice Manager

When customer care is top of your priority list, we make it ours too.

Vicky, our Practice Manager, has worked in the industry for over 20 years. Of upmost importance to Vicky are accuracy and customer satisfaction. Since Vicky joined our Practice in July 2012, she has developed a slick infrastructure which means that all business results are recorded and reported on in an accurate and timely manner.

Clients are in exceptionally experienced hands, as Vicky completes the submission of paperwork regarding investment and pension planning and co-ordinates the trust* planning service that we offer to our clients.

In her leisure time, Vicky enjoys running, cycling and walking. She is also a qualified Bokwa fitness trainer.

* Trusts are not regulated by the Financial Conduct Authority.

Lorna Denise

Client Care Manager

Lorna joined our Practice in 2014 following a career in welfare and business management. This has equipped her for the role of supporting Howard to ensure the Durham Practice is continually evolving. Lorna’s emphasis is on maintaining a long-term relationship with our clients.

“This is a very professional and dedicated service organisation, where our clients’ needs and wishes are paramount.”

Lorna is an avid crafter and DIY enthusiast.

Gill McCain

Personal Assistant

Gill supports our team, making sure our office paperwork and appointments are organised and efficient.

In the years Gill has been with us, her wealth of knowledge has been instrumental, she’s a great asset to our team.

Gill prides herself on keeping our office efficient, but in her downtime enjoys family walking holidays and running, as well as playing soprano cornet in the Durham Miners Association brass band.