WE WORK WITH CLIENTS WHO RECOGNISE THE
VALUE OF PLANNING THEIR FINANCIAL FUTURE AND
WISH TO DELEGATE THIS RESPONSIBILITY TO A TEAM
OF HIGHLY EXPERIENCED PROFESSIONALS.

our Advisers

Willie Crockett - Director

WILLIE CROCKETT
DIRECTOR

Willie is a director of Capital Risk Management; alongside Grant, he has responsibility for managing the business.

Willie has worked in financial services for over 30 years with a number of major product providers before focusing on providing advice directly to individuals, family businesses and trustees in 2002. He is consciously aware that every situation is unique and great care is taken in understanding what is most important to each individual before creating and monitoring the appropriate financial plan.

Willie holds the Diploma in Financial Planning and is a member of the Personal Finance Society and the Chartered Insurance Institute.

Gavin MacKinnon -Financial Planner

GAVIN MACKINNON
FINANCIAL PLANNER

Gavin joined the team in 2015 and provides advice to individuals and corporate clients. He has worked in financial services for over 14 years, including time with some of the UK’s largest providers.

Gavin specialises in retirement planning and enjoys building strong client relationships and making sure clients financial objectives continue to be met on an ongoing basis.

Gavin holds the Diploma in Financial Planning and is a member of the Personal Finance Society and the Chartered Insurance Institute.

Grant Walker - Director

GRANT WALKER
DIRECTOR

Grant is a director of Capital Risk Management; alongside Willie, he has responsibility for managing the business.

Grant has worked in financial services for over 30 years predominately with a major Financial Institution; in 2008 Grant decided to specialise in providing financial advice to individual and corporate clients on a wide range of financial planning issues such as retirement planning and reviewing clients’ investment portfolios to ensure that they are appropriate for their needs and that all assets are held in the most tax efficient manner.

Grant holds the Diploma in Financial Planning and is a member of the Personal Finance Society and the Chartered Insurance Institute.