Our story

We provide a trusted, client-focused financial planning and advice service to those wanting to achieve their financial and lifestyle goals. We work with clients from Inverness and the surrounding highlands and islands, so our location is important to us.

Our name, 57 North, has added significance because it says a lot about how we view financial planning. We are not just here to look after your money; we will help you navigate your way through life’s journey, accompanying you and guiding you to ensure your financial arrangements support your ambitions for long-term wellbeing and success.

Community support

We want our business to be a force for good. And we want to be a business that sits at the heart of our local community. We, therefore, firmly believe in supporting local charities and community causes wherever we can. Find out more about our charitable work.

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Meet your team

Dan Murdoch

Director and Financial Planner

Jill Paton–Mackenzie

Director and Financial Planner

Jake Bernardi

Director and Financial Planner

Phil Billingham

Director

Roddy MacLeod

Trainee Financial Planner

Kaz Malcolm

Client Services Manager

Fiona Shanks

Client Services

Michelle Allan

Client Services

Abbie Skelton

Client Services

Ishbel Stewart

Client Services