Ewan Pitcairn

Experience

• 

  Alba Life

  Feb 2000 - Aug 2003

  Senior Pensions Administrator
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  Scott-Moncrieff Wealth Management

  Sept 2003 - Oct 2011

  Wealth Management Consultant

  Independent Financial Adviser dealing with individuals and organisations for all aspects of financial planning - focus on pensions, tax planning and investments.

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  Lindsays

  Sept 2008 - Mar 2016

  Financial Planning Consultant

  Financial Adviser dealing with individuals and organisations for all aspects of financial planning - focus on pensions, tax planning and investments.Lindsays Financial Planning was an appointed representative of Scott-Moncrieff Wealth Management and then Close Brothers Asset Management. It was deregistered in March 2016.

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  Close Brothers Asset Management

  Oct 2011 - Mar 2025

  Responsible for creating and running Adviser Central which supports the CBAM Financial Planning Service by enhancing knowledge, technology, process, structure and people.The function included responsibility for the 150+ staff in the paraplanning and adviser support areas as well as working on numerous projects to enhance process, proposition, technology and training.Highlights included successful roll out of Defined Benefit Transfer proposition, implementation of technology based Factfind solution, design of Intelligent Retirement proposition, changes to adviser incentivisation programme and "going for Chartered" initiative.Significant wider business engagement with Finance, HR and Compliance and key stakeholder on IT system changes and data migrations. Responsible for integration of three acquired adviser firms in Edinburgh, Midlands and London. Show less

  • Head of Proposition

    Jan 2019 - Mar 2025

  • Director - Special Projects

    Jan 2018 - Jan 2019

  • Head of Adviser Services

    Aug 2014 - Jan 2018

  • Chartered Financial Planner

    Oct 2011 - Jan 2018
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  TrinityBridge

  Mar 2025 - now

  Head of Proposition