Meet the team

With 20 years’ experience in Financial Services Keith has worked at some of the UK’s leading Financial Service providers and institutions such as Standard Life, The Chartered Insurance Institute, Nationwide Building Society and Lighthouse Financial Advice.

Keith founded SWS with a view to taking all the good practices gained in his previous roles and adapting them to create a unique service for his clients.

His role in the business is to provide specialist advice across pensions and investments as well as corporate business planning with a particular passion for small to medium businesses.

Keith is a Chartered Financial Adviser meaning he is one of the most qualified and experienced advisers in his profession.

Outside of work Keith enjoys spending time with his family and loves to travel. In his spare time he enjoys a round of golf and playing football.

Prior to Joining SWS Ryan has been a business owner for the past 15 years. Ryan has a vast network of connections and has always worked well with his clients, building long lasting relationships.

Ryan entered the financial services industry in 2019 and is focussed on Investments and Pensions.

Ryan is also studying towards his chartered status within the industry.
Away from work, Ryan enjoys spending time with his wife and children. 

In his spare time Ryan enjoys playing golf on Scotland’s east coast and the occasional game of football.

Samantha joined SWS in March 2023, and is responsible for the day to day running of the practice, client servicing and supporting Keith in the ongoing development of the Practice.

Samantha brings 10 years of experience in accountancy, investment management and fintech (non-advisory roles). She is also currently studying towards her Diploma in Regulated Financial Planning.

Outside of work, you’ll find Samantha spending time with her family and friends trying new restaurants, or on walks around Midlothian.

Ann joined SWS in March 2021 and provides administration support to all aspects of the business.

Ann has had a vast amount of financial experience where she worked within the Bank of Scotland branches for many years.

In 2016 Ann joined Scottish Widows Mortgage Department as she was looking for a new challenge. In 2018 she then went on to work in Bank of Scotland Private Banking, giving her the experience of providing support for the Financial Advisors for many years.

Outside of work Ann enjoys spending time with her family and friends and loves walking and exercising.

I Joined SWS in November 2023 and provides administrative support to both clients and colleagues.

I Joined Scottish widows in 2017 within their work place pensions teams as part of a career change. From there I made the move across to standard life and worked within a variety of teams, this allowed me to improve my pension and financial sector knowledge to provide the best service for our customers.

Outside of work I play a variety of sports including rugby and hockey along with socialising with friends. 

Vanita is our marketing consultant, helping SWS with their marketing strategy and implementation.

Vanita began her career in marketing over 20+ years ago, originally studying Finance and Business Studies, before realising she wanted her career to be more creative.

That’s when she decided to study with the Chartered Institute of Marketing (CIM) which led to her first marketing role in financial services.

In previous years Vanita has held various senior UK and Global marketing and business development roles within the Oil & Gas, Utilities, Engineering, Government, Professional Services and Financial industries.

She is also a Fellow and Chartered by the CIM.

Outside of work in her spare time, Vanita likes to spend time with her family and friends, as well as travelling and is a big foodie. 

Now you have met our team, are you looking to learn more about managing your finances?

We have built out a resource page full of the most frequently asked questions by those enquiring about what we have to offer.

Head over to learn more today!

Book a discovery call

Make the most of your money: start your financial planning today.