Athole Reid, DipPFS

Managing Director / Wealth Manager

Athole studied at Madras College in St Andrews and Heriot Watt University in Edinburgh.

He started his career in financial services in London in the late 80’s before founding Interactive Wealth Management in 2011. In that time he has successfully built a nationwide client base.

Athole has experienced the extremes of the global economy and has embraced the regulatory and legislative industry transformation. This has equipped him with the skills, knowledge, and experience across all of the key aspects of financial planning and wealth management.

Athole has a particular interest in the challenges faced by higher net worth individuals and families, alongside the structuring of wealth creation for higher earners. His clients span almost every profession allowing him to tailor financial solutions to different career and retirement scenarios.

Away from the office Athole is a sports enthusiast, with a particular passion for golf in his hometown of St Andrews.

Neil Ross, DipPFS

Director / Business Manager

Neil entered financial services in 1998, and has accumulated a wealth of experience across all sectors of the industry since then. He has overseen the evolution of the firm from inception in 2011 to the present day, and is responsible for the day to day running of all aspects of the firm’s office function. Neil prides himself in delivering a consistently high standard of customer service.

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