Lindsay-Jane joined the firm in March 2016. She is a highly qualified Paraplanner with over 20 years of experience within Financial Services, and has progressed from joining a bank as a school leaver to obtaining the coveted Chartered Financial Planning qualification.
Chartered Insurance Institute (CII)
Chartered Financial Planner
Advanced Diploma in Financial Planning
Pension Transfer Specialists (AF3)
Equity Release (ER1)
Chartered Institute of Bankers in Scotland
CeMap Level 4