Our Team

Meet our team

The 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.

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 passions are music and animals.

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Where we are

9 Albert Street, Newton Stewart, Dumfries & Galloway, DG8 6EF

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Muir Consultancy is an appointed representative of 2plan Wealth Management Ltd which is authorised and regulated by the Financial Conduct Authority. Muir Consultancy is entered on the FCA register (https://register.fca.org.uk/s/) under no. 461598.

Registered office: 9 Albert Street, Newton Stewart, Dumfries & Galloway, DG8 6EF. Registered in England and Wales Number:

Principal: Lex Muir

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