Central Investment

The Team

With unrivalled expertise across the whole financial services market, the team at Central Investment take pride in delivering consistently high standards of service, with a longstanding client base that lays testament to this. Professionalism, attention to detail, an extremely high level of expert advice and a comprehensive monitoring service means that client interests are well served and protected.

Our Directors

Derek joined Central Investment in 1998 and has worked in the financial industry for over 35 years, including with a leading bank, a major life and pensions company, as well as an IFA.

Derek is a Chartered Financial Planner providing retirement, pensions and investment advice to business owners, company directors and executives. He also specialises in corporate advice and services, particularly in relation to employee benefits, workplace pension reform and auto-enrolment planning.

Derek Robertson, Managing Director

✉

Mike is a Chartered Financial Planner and has been with Central Investment since 2009. Prior to joining the company, Mike was a senior consultant with a major life and pension provider and has been in the profession since 1987.

Mike specialises in retirement planning, pensions and investment advice for private clients and is an Associate of the Chartered Insurance Institute.

He also serves as Head of the Investment Committee within Central Investment.

Mike McAnulty, Director

✉

Bill joined Central Investment in 1999 and has an extensive background in retirement, investment, trust and tax planning, having had management roles with a leading life and pension provider, and also as an IFA.

Bill is also qualified to provide advice to clients on home lifetime mortgage arrangements.

Bill Ellis, Director

✉

With more than 30 years of experience in the financial industry, Grant has been with Central Investment since 1993. Prior to this, he founded the financial services division of one of the largest legal firms in Scotland.

In addition to providing retirement planning and investment advice to private clients, Grant is also qualified to provide mortgage advice.

Grant Allan Ronald, Director

✉

Our Advisers

Lloyd Davies, Adviser

✉

Lloyd is a Fellow of the Personal Finance Society and a Chartered Financial Planner. He specialises in offering private client advice in investment, savings and retirement planning. In addition to his advisory role, Lloyd is an Associate Director of the firm.

Prior to joining Central Investment in 2012, Lloyd worked in mortgages and financial planning for a global bank and also the UK's largest building society.

As a member of Consensus Scotland, Lloyd is specially trained in Collaborative Practice, a voluntary dispute resolution process in which separating couples come to an agreement without resorting to litigation. Lloyd is President of the local council of the Chartered Insurance Institute, the Insurance Institute of Aberdeen.

David Wishart, Adviser

✉

With more than 30 years of experience in financial services, David joined Central Investment in 2011 as a Financial Adviser. Previously, he had his own financial services business after over 20 years’ service with a leading life and pensions provider.

David specialises in all areas of financial planning including wealth management, pre-and post-retirement and protection.

Joyce Massie, Adviser

✉

Joyce joined Central Investment Services in 2014 and has worked in the Financial Services Industry for more than 10 years.

Joyce holds the Diploma in Financial Planning (Dip PFS), the Certificate in Mortgage Advice and Practice (CeMAP) and is a member of the Personal Finance Society.

Joyce specialises in offering advice to Private Clients in Retirement Planning, Pensions and Investments. Joyce's philosophy for good practice is listening to clients, understanding their needs and managing their expectations.

Niall Sharry, Adviser

✉

Niall, a Fellow of the Personal Finance Society and Chartered Financial Planner, joined Central Investment Services in February 2020.

Specialising in pre and post retirement planning, Niall has a reputation for providing excellent customer service and is passionate about helping clients achieve their financial goals and objectives. He has over 35 years’ experience in the financial services industry, with a background in Financial Planning and Corporate Financial roles.

How We Can Help You

We can provide financial services including retirement and pension planning, inheritance tax planning, house purchases, long term care, employee benefits, group pensions and auto enrolment.

◎
PRIVATE CLIENT SERVICES

The Central Investment approach is client centred, not product driven, which puts your current position, financial goals and future aspirations at the heart of the process.

how we can help 


CORPORATE SERVICES

At the heart of our approach is the belief that delivering professional, impartial advice will add real value to your business. At Central Investment, our client retention is amongst the best in the industry.

how we can help 