Meet our team
Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.
Lex Muir Financial Planner
Lex Muir has spent his entire working life in Financial Services, starting out with Royal Bank of Scotland before moving to Prudential Assurance, where he served as District Agent, Financial Consultant and then Sales Manager before leaving to form Muir Consultancy in 2000.
A keen outdoorsman, Lex’s passions include hillwalking, gardening and fishing. He is a very committed Burnsian (fan of Robert Burns, Scotland’s national poet), and has been a member of Galloway Mountain Rescue Team since 2012.
Ellie Muir Paraplanner
Ellie Muir joined the team in 2016 following a spell working abroad with Thomas Cook. She has studied throughout her time with the practice, passing her Para-planner exam in 2019 and then gaining full adviser status in May 2021.
Ellie is very much into keep fit and is a great animal lover.
Daniel Muir Case Manager
Daniel Muir is Case Manager within the practice having joined in Summer 2020. He is very much a ‘detail person’ which is a great asset since his role requires him to set up new client files and monitor them as they go through the ‘advice journey’ for accuracy of completion. Daniel was also the driving force behind us reviewing our website, resulting in the completely new site launched in May 2021.
Daniel’s biggest passion is music, and he shares Ellie’s love of animals.
Muir Consultancy is an appointed representative of TenetConnect Ltd, which is authorised and regulated by the Financial Conduct Authority.
TenetConnect Ltd is entered on the Financial Services Register (https://register.fca.org.uk/s/) under reference 149826.
Principal: Lex Muir
The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.