Managing Director and Proprietor

Damien set up the company in 2004 and is the MD of the company, responsible for overall oversight of operations and strategy of the company.

Damien has worked in financial services since 1992 and has worked in many different areas gaining a breadth of experience. Haven taken his career as far as he could within the confines of a large operation he decided to go it alone in order to make his own decisions for the future.

Damien services clients across a number of sectors including families, trusts, small and large corporate clients, divorce proceedings and settlements and personal injury award cases. He is a pension transfer specialist through examination which is essential in dealing with transfers from complex pension schemes to private arrangements. Much of Damien’s focus is spent in the corporate area helping directors and owners of businesses structure their companies correctly and ensure they are well placed for the future by installing financial plans.

Damien is passionate about offering clients solutions that are easily followed in order to obtain the goals and aspirations sought.

Damien specialises in offering innovative investment and pension solutions to individuals and corporates and will work closely with solicitors and accountants to help clients in various areas including quantifying large claim settlements for personal injury cases, divorce settlements including pension sharing and trust fund investment and planning.

Damien and his wife Gillian have been married since 2001 and have 2 children.  He enjoys cycling and pre work visits to the gym to get the brain in gear along with the odd round of golf. To relax he enjoys cooking and he tries to travel as much as possible with his family when workload allows.

Director

Richard has over 21 years experience in Financial Services and has held several senior roles at large Financial Institutions. Richard is a qualified Pension Transfer Specialist allowing him to advise on the complex work of Final Salary Pensions. Having spent a few years working at an Investment House Richard takes a keen interest in client investment solutions.

Richard has a young family so has temporarily given up his social life. He enjoys spending time with his family and helps coach his sons football team. He likes the odd game of golf despite being terrible at it and enjoys eating out.

Client Manager

Client Manager

Eileen has been part of Paterson Financial for over five years and brings more than 18 years of experience supporting financial advisers. As Client Manager, she helps keep everything running smoothly — from onboarding new clients and setting up new business, to coordinating documentation and ensuring cases progress without a hitch.

With an SVQ in Business Administration and R01 in Financial Services Regulations and Ethics, Eileen combines deep practical know-how with a genuine focus on client care. Her calm efficiency keeps both clients and colleagues in safe hands.

Outside of work, Eileen enjoys going to see live music and spending quality time with friends and family.

Client Manager

Caroline has over 25 years of experience in Financial Services and joined Paterson Financial Planning three years ago. She works closely with the Directors, managing all aspects of client business and ensuring every client receives the highest level of care and attention. Always happy to pick up the phone, she enjoys speaking with clients and helping resolve any queries that come her way.

In addition to supporting clients, Caroline also assists in the training of new team members and is experienced across a wide range of financial service platforms. Her depth of knowledge and approachable nature make her a key part of the team.

Outside of work, Caroline enjoys reading crime novels, a good shopping trip, and spending time with her two daughters, aged 28 and 13 — along with her much-loved dogs, Paco and Grey.

Trainee Financial Adviser

Kerr joined Paterson Financial in February 2024 and has quickly become an integral part of the team. After graduating with a degree in Marketing, he developed a keen interest in financial planning and client communication — combining analytical thinking with a people-first approach. His background gives him a strong understanding of how to connect financial strategies with clients’ real-world goals

At Paterson Financial, Kerr supports clients through telephone reviews, report writing, and pension and investment transfers, ensuring every plan runs smoothly and efficiently. He takes pride in turning complex details into clear, actionable advice and helping clients feel confident in their financial decisions.

Kerr has completed his R05 in Financial Protection and is currently working towards his Diploma in Regulated Financial Planning and CeMAP Mortgage Adviser qualification, continuing to build a strong foundation for a career as a fully qualified Independent Financial Adviser.

Outside of work, Kerr enjoys trips to the cinema and discovering new restaurants — ideally somewhere serving something he hasn’t tried before.

Trainee Financial Adviser

Callum recently joined Paterson Financial after graduating with a degree in Business and brings with him some hands-on experience from several financial roles, including work as an analyst. During university, he launched a small-scale business focused on process improvement and optimisation — a venture that sparked his passion for making systems run smarter and more efficiently.

Now working towards his Level 4 Diploma in Regulated Financial Advice and CeMAP Mortgage Adviser qualification, Callum is building the foundations for a career as an Independent Financial Adviser. He particularly enjoys keeping up to date with the markets and finding new ways to enhance client outcomes through data and strategy.

Outside of work, Callum enjoys hiking with friends, cooking, and working on his car. Recently married, he’s already learned that “happy wife, happy life” is sound advice in any situation.