Partner Practice of
St. James's Place Wealth Management

Kerry Falconer, Business Adviser

Kerry has 38 years’ experience of Financial Services with The Royal Bank of Scotland Group – including extensive spells in the divisions of Financial Markets, Retail Banking and Chief Executive’s office. She retired in 2015 from her post as Managing Director, Banking for Adam & Company, the private banking arm of RBS.

Kerry holds an MBA from Edinburgh University and continues to be involved in financial services through her role as Vice President of the Institute of Bankers where she also chairs the Audit Committee.

She has been a Trustee of The Royal Zoological Society of Scotland for three years and also chairs a Business Advisory Committee for the Society.

Kerry is working her way through her retirement wish list of hobbies and has recently taken up golf, attempted to learn the guitar, honed her photography skills and is currently studying Psychology through an Edinburgh University Short Course.

Kerry isn't an employee of either the Practice or St. James's Place Wealth Management and instead provides consultancy guidance to the Practice.

Synergy Paraplanning

Synergy Paraplanning Ltd was establish in December 2015 by Alan Shand and Will Burns and has been working successfully with Cormack Wealth Management Ltd since 2017. They have a mixture of Diploma and Advanced Diploma qualified Paraplanners and have decades of financial services experience within their team.

They not only pride themselves in providing a high quality service that has consistently surpassed quality targets but they are also very proud of the day to day relationship they have forged with Cormack Wealth Management Ltd.

Synergy Paraplanning

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