About Us
Burnett & Reid Wealth Management Ltd
Burnett & Reid Wealth Management Ltd joined the Clifton Wealth Partnership in 2022 to become part of a group which has been offering specialist financial services to businesses and individuals throughout the UK since 1986.
The business has had a long relationship with Burnett & Reid Solicitors, since 1991, and this relationship continues whilst the wealth management business focuses on providing financial planning services to their clients.
Our core aim is to enable clients to make informed choices about their finances but keep control of the process and ultimately the outcome.
We are a trusted wealth management business, giving clients access to products and services and utilising market-leading technology to drive high quality outcomes in a cost-effective manner.
Meet the team
Colin Morgan DipFA
Financial Adviser
Colin trained as an accountant with two well known and respected accountancy firms and moved to financial planning in the 1980s. He specialises in investment, pensions, inheritance tax planning and trusts and tax planning. He commenced a long relationship with Burnett & Reid LPP in 1991 and has been a regular speaker on tax and estate planning.
In his spare time Colin is involved in a local charity, enjoys long walks with his German shepherd and spending time with his family.
John McCafferty
Consultant
John McCafferty has been an Independent Financial Advisor since 1973 after spending six years with insurance companies. He ran his own company for twelve years and then spent eighteen years in the role of director and advisor at large national advisory firms before concentrating on providing financial advice to predominately private individuals.
John was the Chairman of the Church of Scotland Pension Trustees for nine years, had been a member of the Society of Trust and Estate Practitioners (STEP) and a past president of the Insurance Institute of Aberdeen.
John is married to Sandra, has two children and four grandchildren. Away from work John is a lay preacher in the Church of Scotland and enjoys playing golf when he can.
Lesley Addison
Adviser Support
Lesley Addison joined Burnett & Reid in March 1993 and has ably supported Colin Morgan for almost thirty years, and John McCafferty for twelve years. Lesley’s role includes administration, report preparation and client support.
In her spare time Lesley enjoys walking and spending time with family.
Pauline Robertson Chartered Financial Adviser, FPFS
Financial Adviser
Pauline has over thirty-five years' experience in the financial services industry and has been a financial advisor for over twelve years. Pauline specialises on pensions and investments for individuals with an in-depth knowledge of these areas.
Outside work Pauline enjoys walking her dog and enjoying the company of family.