Stephen Philpot is the founder of Cannongate Wealth, a family run business. He entered financial services in 1990. He specialises in Pension, Inheritance Tax and Investment Planning, including the use of Trusts. He bases this on a thorough knowledge of his clients' circumstances, their desired approach to risk, their timescales and the need for tax efficiency. Stephen helps clients build their portfolios and use them to meet their objectives. He works closely with his son Michael Philpot and they are supported by an experienced team of technicians, planners and administrators.

Michael Philpot Dip PFS Cert CII (MP) graduated from the University of Reading in 2009. He has worked in financial services for over ten years. In this time, he has gained valuable experience working for an investment company in the City of London. He has also completed the Investment Management Certificate and various exams relating to Mortgages, Insurance, Investments and Retirement Planning. He is now a member of the Society of Mortgage Professionals and the Chartered Insurance Institute and he is fully authorised to advise on Mortgages, Insurance, Investments, Inheritance Tax & Pension Planning.

Jolene Glennon is an experienced Paraplanner supporting Stephen and Michael Philpot with the financial planning needs of Cannongate Wealth clients.

Jane Trayler is an experienced PA at Cannongate Wealth and works closely with Stephen and Michael Philpot organising their busy schedules!

Sarah Philpot is an experienced client support administrator for Cannongate Wealth's clients.

Tracey Sellers is an experienced marketing manager and is responsible for Cannongate Wealth's marketing and client communications.