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Meet the team

You’re in safe hands

Stuart Mair

Managing Director

Stuart Mair joined the company in 2015 after 25 years at a major high street lender. Our customers benefit from his extensive knowledge of the financial services industry as a qualified Financial Adviser and latterly leading a mortgage division of over 80 advisers across Scotland. He is passionate about ensuring unbridled customer experiences from end to end – and he has instilled this passion throughout CARA Estate Planning. Originally from Kilmarnock, Stuart has recently returned to the area, where he enjoys golfing and spending time with his four children.

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Jeff Annal


Jeff has been involved in financial services for over 15 years and likes nothing better than delivering innovative solutions for his clients. Over the last 6 years has worked in the Cara Group and helped develop ‘’Cara Estate Planning’’ where clients can benefit from a high-level Estate Planning Services. His day job involves working with clients from across the UK helping everyone from first time buyers to complex buy to let customer. His expertise in working with Portfolio Landlords is second to none. A family man, Jeff likes nothing better than being on holiday with his wife and daughter. When he’s not hard at work he can also regularly be found on the golf course.

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Cal Inglis

Estate Planner

Cal has been involved Estate Planning for over 8 years.

Like many people I had always put off even thinking about ensuring my affairs were in order for a day that I anticipated being many years away.

In my early twenties I myself received a life threatening cancer diagnosis and underwent extensive treatment. Thanks to our NHS and their medical expertise I was grateful to make a full recovery. This experience pushed me to focus on ensuring that my own personal and financial affairs were in order while inspiring me to set up Legacy Planning and help others to do the same.

I feel passionate about giving back to charitable causes through donating to Children with Cancer UK as well as working alongside SAMH ‘The Scottish Association for Mental Health’ making time to support and participate where I can. As my business has developed, I have thoroughly enjoyed incorporating educational talks in group setting with several large corporate and national firms, allowing me to help others understand the importance of managing their affairs on a larger scale

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