About Asset & Tax Planning Consultancy

The Asset & Tax Planning Consultancy Ltd (TATPC) was established on 5 April 2005 and is owned by Ross McLellan and Alan Thomson equally.

The team has been assembled from a wide variety of different backgrounds and skills sets. Brief details are as follows:

Meet the Team

Alan Thomson - Director

Ex Inland Revenue Tax Inspector until 1992. Left revenue to establish his own Tax Investigation Practice and IFA firm.

Ross McLellan – Director

Ex Senior Manager with Grant Thornton for 4 years managed Financial Planning team in the Edinburgh office.

Previous 6 years with PKF Financial Planning based in Edinburgh. Before that Sales Manager with Yorkshire Building Society and various insurance companies including Norwich Union, South Africa.

Keith Barron – Senior Consultant

Previously based in North London where Keith gained extensive experience within “professional services” working for Baker Tilly Chartered Accountants and Taylor Walton Solicitors.

Keith has achieved the Associateship of the Financial Planning Society by passing advanced exams in Pensions, Taxation and Trusts, Personal Financial Planning and various others. Keith expects to attain Chartered Financial Planner status in the near future.

Jon Metcalfe – Client Relationship Manager

Glasgow University Law Graduate who has been writing reports and providing technical support for last 5 years. John holds advanced qualifications in Pensions and Taxation & Trusts and is authorised to provide personal financial advice.

Bob Wilson – Mortgage Consultant

20 Years with Prudential, then 5 years as an IFA within NHS affinity market. Now Mortgage Consultant within ATPC.

Elaine Gillespie – Admin Manager

26 years with Dunfermline Building Society as Customer Manager. Mortgage Adviser and office manager.

Stephen Fraser – Mortgage Manager

5 years experience in mortgage administration.

Your home may be repossessed if you do not keep up repayments on your mortgage.