About Us

Welcome to Paterson Financial Planning-

A different approach to financial advice

You may have clicked on this site and expect us to bombard you with details about pensions, investments, money issues etc etc but, we don’t believe this is what people want.

Founded in 2004 Paterson Financial Planning has been an organic growth business which has grown from word of mouth referrals from existing clients. The reason we believe we have achieved such strong growth and reputation is quite simple. We listen to our clients, we ascertain what they are looking for, the journey they want to take and then we devise solutions that fit those scenarios.

Whatever your situation we believe everyone needs a plan to support them. Perhaps you are at, or building towards retirement, maybe you are a business owner that needs help with planning and protection of your business or you are a growing family, each situation needs guidance and planning that helps reach the goals and aspirations that everyone has. We are certain we can help build a more secure, contented and fulfilling lifestyle now and in retirement.

We have created a short video that should help you understand a little more of what we do:

Meet the Team

Damien Paterson

Tel: 0141 221 0033

About Damien

PFS LogoManaging 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.

Richard Farquhar

Tel: 0141 221 0033

About Richard



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.

Mark Davidson FPFS

Tel: 0141 221 0033

About Mark



Mark has worked in Financial Services for over 16 years. Having completed a number of exams he is now a Chartered Financial Planner and a Fellow of the Personal Finance Society and Chartered Insurance Institute (CII).

Mark’s role involves working closely with the advisers within the firm in preparing a financial plan for clients. In addition, Mark’s role involves working alongside the advisers on technical cases specifically on tax and estate planning work.

Outside of work, Mark’s two young children keep him busy but he does also try and find time to play golf!

Elaine Hendry

Tel: 0141 221 0033

About Elaine

Client Manager

Eileen Callaghan

Tel: 0141 221 0033

About Eileen

Client Manager

Caroline McLaggan

Tel: 0141 221 0033

About Caroline

Client Manager


Want to know more?

Call us for a friendly chat on 0141 221 0033 or email: contact@patersonfp.co.uk