ABOUT US
Meet the team
The Avoca Story
We are experienced advisers who are based in Central Scotland and have clients throughout the UK. We look after a wide range of clients and are renowned for our detailed knowledge of investments, tax planning and pensions.
Our promise to our clients is that we will be open and clear with you at all times. At Avoca we aim to build long-term partnerships rather than provide a quick fix. This is important so we can help you plan your future and keep you on track. The team will always make themselves available and we will use our expertise to take the pain out of financial planning.
Keith Small APFS, Our Managing Director
Keith is the Managing Director of Avoca with more than 30 years of financial services experience. Prior to setting up Avoca, Keith worked as a Financial Adviser for 10 years. Before that, Keith spent over 20 years with Standard Life building up his technical knowledge.
He is a Chartered Financial Planner which is the gold standard in qualifications. Keith is comfortable advising on a wide range of topics with a specialisation in pensions, investments and estate planning.
Our team
Keiran Mellon DipPFS, CertCII (DM)
Keiran is key to Avoca’s financial planning process and helps Keith with research and technical support. Keiran has more than 8 years industry experience and previously worked for Prudential and Royal London.
Keiran completed a Diploma in Financial Planning and has achieved a Certification in Discretionary Management. He is working towards his goal of achieving Chartered status.
Dorothy Baikie
Dorothy is an excellent administrator and takes pride in helping our clients. She plays a key role ensuring Avoca delivers exceptional service.
She has over 44 years’ experience in financial services including over 28 years with RBS.
Lorna Wilson
Lorna is central to new business processing and the ongoing servicing for our clients at Avoca, the skills she has gained through her financial services career ensure that she is instrumental in the smooth running of new cases and supporting the management team.
Lorna has worked in financial services across various roles since 2007.
Penny Small
Penny has been in Financial Services since 2000 and has been supporting Keith since he moved into Financial Planning. Prior to Avoca she worked for Standard Life and the Murray Group.
