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Simon is a forty(something), average height, mostly bald, husband, father of three, bad taste in fashion, movie-loving, not-very-musical-but-likes-to-sing, outdoor loving, board-game playing, acting, dancing, (would love to get back into amateur dramatics), kind of guy. He also happens to be a very experienced and qualified Financial Planner. After almost 18 years in the business and having worked for one of Aberdeen and the UK’s best financial planning firms (they won awards you see) he started Stewardship Wealth on the 1st April 2018. His goal is to build a business that would delight clients, gather a team of fun to work with people, and raise money for charity, in particular the Church he is a part of. He has committed to giving away 10% of all the income of the business to charity, even before he pays himself! If you’re ever up for a strategy based board game, then he’s your man.

Tim was the first employee to join Stewardship Wealth in May 2019 under Simon. He enjoys serving regularly at his local church, watching football, and reading. He has a Petroleum Geology degree, and prior to joining Stewardship Wealth worked for one of the Big Four accounting firms in Aberdeen. Since joining, Timothy has experienced challenging but rewarding work, and in particular enjoys the interaction and client relationship building aspects now that he has progressed to his role as a Chartered Financial Planner.

They say every team needs a wise elder statesman. Unfortunately, there were none available. So here I am playing the aged sage depositing the occasional nugget of wisdom. My credentials? My working life began in 1970’s stockbroking. A gentler time before computers and mobile phones. Deals were done by talking to real people and agreed with a handshake. I lived through Black Monday in 1987, In fact I’ve survived all the various wobbles since. Interestingly so have those who kept their nerve and their money where it was and simply waited for the inevitable recovery. I think this is probably the most important piece of wisdom I’ve gained to date. Then, a shift in gear. I joined the commuter set. For the next 20 years I managed and ultimately led investment product teams in London. Now I find myself adding my tuppence-worth to a local, radical, new business committed to offering the highest quality advice to a select number of clients. It’s a homecoming in more ways than one…

I first met Simon in 2018, when he was launching Stewardship Wealth, to discuss the ins and outs of starting a new business. After only a few minutes of conversation I was inspired by his vision for the company and would have loved to be a closer part of it. Fast forward to 2022 and an amazing opportunity presented itself to join the team at Stewardship Wealth; God works in mysterious ways.

Prior to joining the team, I spent 14 years working alongside entrepreneurs advising them on their “Start Up Journey”, and later on their “Expanding Phase”. This involved pricing, budgeting, helping with funding applications, creating Business Plans, and connecting them with other likeminded people and organisations from the wider economic development landscape.

I’m an ambassador for always buying local, independently if possible. I’m very passionate about empowering women, helping them to create that To Do list; showing how it can be done, and making sure that they recognise they are Good Enough #whorunstheworld.

Privately, I’m the mother of a wee boy, born slightly too early – 12 weeks precisely who I’m teaching how to embrace Polish and Scottish culture at the same time. I love to sing. All. The. Time… Out loud, everywhere, regardless if anyone is around or the fact that I’m really bad at it!