Stephen Philpot MBA is the founder and Managing Director of Cannongate Wealth. He entered financial services in 1990. He specialises in pension 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 is supported by an experienced team of technicians, planners and administrators.

Michael Philpot Dip PFS Cert CII (MP) is a financial adviser at Cannongate Wealth. Having left 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 & Pension Planning.