Fi Macdonald

Fiona Macdonald

Practice Manager | The Fixer

Experience

Prior to joining Concept Financial Planning in August 2016 as our Practice Manager Fiona spent the previous 20 years working within the education sector both as a Teacher and in various managerial roles, including Head Teacher at a large infant school, which certainly qualifies her for keeping the Concept Team in check.

Her past experience has been beneficial in making sure everything continues to run smoothly for both our clients and the team. She does like a list!

As Practice Manager, she makes sure that we continue to provide a seamless client journey for those who are just starting their journey with us and of course for those who have been with Concept since the start by managing the British Standard 8577.

Expertise

  • Our IT Guru
  • Office & people management
  • Life coach

Interests

Fiona enjoys working in her garden, not the mowing though! and is trying to develop her green fingers and growing skills by watching “Monty” on TV and getting ideas from visiting gardens and garden shows!

She would love to say that she plays golf but at the moment continues to be at the “missing the ball more than hitting it” stage, when she can get to practise.

Qualifications

  • BA Hons in Education (with QTS)
Paul Richardson

Paul Richardson

Chartered Financial Planner /Chief Executive

Carl Wilkinson

Carl Wilkinson

Financial Planner

Dawn Keeling

Dawn Keeling

Financial Planner

Hugh Austen

Hugh Austen

Accounts Manager

Alison Lee

Alison Lee

Administrator

James Whitehead

James Whitehead

Technical Analyst

Colin Selway

Colin Selway

Business Development Manager

Reuben

Reuben

Top Dog 2006 – 2021

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