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, Director
Keith has 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.
Brian Mellon (DipFA), Director
Brian is a Director of Avoca Wealth Management and has over 30 years experience in Financial Planning. He initially worked for Prudential before forming his own financial adviser firm. Both Brian and Keith work together to provide financial solutions for over 350 families the length and breadth of the UK.
Our Team
Becky has held a number of senior positions in financial services over the last 20 years and holds the CII Certificate in Financial Services. Prior to joining Keith and Brian she was National Operations Director for a large IFA firm.
Becky’s comprehensive knowledge and experience encompasses most aspects of the financial planning process, allowing the business to focus on positive client outcomes whilst adapting the business to continuously evolve with technology and legislation changes.
Becky Pittard
Office Manager
Keiran is key to Avoca’s financial planning process and helps Keith and Brian 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.
Keiran Mellon DipPFS, CertPFS (Securities), CertPFS (DM)
Paraplanner
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.
Dorothy Baikie
Administrator
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.
Lorna Wilson
Administrator
