Create and Prosper Logo

Tel: 01592 593740

Email: info@cpfsltd.co.uk

16 Wemyssfield
Kirkcaldy

KY1 1XN

Investments

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Protection

How much cash would your family need to maintain their current lifestyle if you die prematurely
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Pensions

When do you want to retire and how much income will you need?
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Our People

Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our "Contact Us" page.


Graeme Inglis, Chartered Financial Planner, MLIBF AwPETR, IMC
Graeme Inglis, Chartered Financial Planner, MLIBF AwPETR, IMC, Founder and Director
Tel. 01592 593740
Mobile. 07909 222618
Email. graemecpfsltd.co.uk
Graeme is the Founder of Create and Prosper and is a Director of the business. He has over 25 years financial services experience, is a Chartered Financial Planner holds the Investment Management Certificate and the AwPETR pension transfer qualification. Graeme is a tutor at Edinburgh University and in his spare time he enjoys keeping fit, watching football, spending time with his family and studying the financial press.
Chris Hodgson, Chartered Financial Planner
Chris Hodgson, Chartered Financial Planner, Director
Tel. 01592 593740
Mobile. 07909 222611
Email. chriscpfsltd.co.uk
Chris is a Director of Create and Prosper and has over 20 years financial services experience. Chris is a Chartered Financial Planner and Pension Transfer Specialist, holding the G60 pension qualification. He is also an approved exam marker for The Chartered Insurance Institute. In his spare time Chris enjoys golfing, socialising and coaching a local football team.
Jack Paterson MCSI, MLIBF AwPETR, DipCII
Jack Paterson MCSI, MLIBF AwPETR, DipCII, Senior Financial Planner
Tel. 01592 593740
Mobile. 07887 401011
Email. jackcpfsltd.co.uk
Jack is a Financial Adviser with over 20 years’ experience as a Wealth Manager in Private Banking he specialises in Wealth Creation, Investments, Pensions and Inheritance Tax Planning. Jack is a qualified Ski Instructor, having coached in the Austrian Alps. In his spare time he enjoys reading, spending time with his family and playing golf.

Robert Annand DipPFS
Robert Annand DipPFS, Financial Planner
Tel. 01592 593740
Mobile. 07799 904797
Email. robertcpfsltd.co.uk
Robert is a Financial Planner with over 29 years' experience in financial planning. Robert has worked for a number of financial advisers throughout his career and having joined the team in 2017, brings a wealth of experience. Robert enjoys keeping fit, cooking and travelling in his spare time. He is also an active member of Kirkcaldy Raith Rotary club, a worldwide organisation that raises funds to help local, national and international charities and good causes. Robert takes a great deal of satisfaction out of assisting with the charitable work carried out, having recently served as President and previously Treasurer for 7 years.
Jennifer Robertson DipPFS
Jennifer Robertson DipPFS, Financial Planner
Tel. 01592 593740
Mobile. 07586 028549
Email. jenrobertsoncpfsltd.co.uk
Elliot Guthrie DipPFS, Cert CII (MP)
Elliot Guthrie DipPFS, Cert CII (MP), Associate Financial Planner
Tel. 01592 593740
Email. elliotcpfsltd.co.uk
Elliot joined Create and Prosper in 2018, having previously worked for a large IFA as an administration manager. He is one of the youngest holders of the Diploma in Regulated Financial Planning in the UK and is currently working towards Chartered Financial Planner status. Outside of work he enjoys socialising with friends, reading and cooking.
Howard Thomas DipFA
Howard Thomas DipFA, Senior Paraplanner
Tel. 01592593740
Email. howardcpfsltd.co.uk
Has been working in the industry for over 25 years now, as a Senior Paraplanner since 2010, dealing with high net wealth clients and more complicated planning issues, has worked for both independent large and small client bank practices, originally from one of the larger mutual societies.. Previously served with the British Army and enjoys walking, cooking and watching sport in his spare time.

Jill Thomas DipPFS
Jill Thomas DipPFS, Paraplanner
Tel. 01592 593740
Email. jillcpfsltd.co.uk
Joining the team at Create and Prosper in November 2017 as a Paraplanner, Jill brings 10 years of experience in this role together with 5 years of experience as an Adviser. Jill provides research, technical and administrative support to the advisers and has recently attained her Diploma in Financial Planning and is now studying towards her Advanced Diploma with the aim of achieving Chartered status. In her spare time she enjoys walking in the local area and reading.
Allison Wilson DipPFS
Allison Wilson DipPFS, Paraplanner
Tel. 01592 593740
Email. allisoncpfsltd.co.uk
Kelly McCraw
Kelly McCraw, Office Manager
Tel. 01592 593740
Email. kellycpfsltd.co.uk
Kelly joined Create and Prosper in 2016 and has previously worked for Towry and an Independent Financial Adviser in Edinburgh. She started in the Financial Services Industry after 12 years in the Fitness Industry. Outside of work she enjoys weight training, cooking and walking her two dogs.
Jennifer McNicol Cert CII (FS)
Jennifer McNicol Cert CII (FS), Senior Administrator
Tel. 01592 593740
Email. jennifercpfsltd.co.uk
Jennifer has worked in the Financial Services Industry since 2007, joining Create and Prosper in May 2018. She has previously worked for various IFA firms, gaining experience in Investment Operations and Administration, PA and IFA support roles. Most recently she worked for St James’s Place for 7 years as Senior Client Services Executive. Jennifer holds the Certificate in Financial Services and is currently studying towards the Diploma in Regulated Financial Planning. In her spare time she enjoys keeping fit and spending time with her family and friends.
Sophie Philp
Sophie Philp, Administrator
Tel. 01592 593740
Email. sophiecpfsltd.co.uk
Sophie joined Create and Prosper in 2016 having previously worked with Standard Life. She began her career in Financial Services in 2014 after previously training in Beauty Therapy. In her spare time she enjoys going to the gym, shopping and socialising with family and friends.
Yvonne Easton
Yvonne Easton, Administrator
Tel. 01592 593740
Email. yvonnecpfsltd.co.uk
Yvonne has worked in Financial Services for the last 15 years, previously with Aegon dealing with Workplace Pension schemes. She is currently studying towards the Certificate in Financial Services.

In her spare time she spends time with family and friends. She also enjoys watching fictional criminal TV programmes and reading books.
Reviews and Ratings for Financial adviser Graeme Inglis, Kirkcaldy

FCA Video on Pension Transfers

https://play.buto.tv/yRXHT