Lindsay-Jane joined the firm in March 2016. She is a highly qualified Paraplanner who has been working in Financial Services since 1990.
She 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 Specialist (AF3)
Equity Release (ER1)
Long Term Care Insurance (CF8)
Chartered Institute of Bankers in Scotland
CeMap Level 4