BA Hons Dip PFS
Laura Finnie has been with Kelvin Financial Planning since its inauguration in 2011.
Laura graduated from Strathclyde University with a BA Honours in English Literature and then moved into financial services. Whilst continuing her studies to qualify as a financial adviser Laura worked in a variety of roles within the industry gaining experience in various areas.
Laura is Level 4 qualified and holds the Chartered Institute of Insurance Diploma in Financial Planning and is currently working towards gaining her Certified Financial Planner with the Institute of Financial Planning.
In addition to the above, Laura holds various other qualifications including the Advanced Diploma for Pensions and the Society of Trustees and Estate Practitioners Financial Services Certificate. Laura works with a range of different clients aiming to help identify, plan and reach their financial goals. Laura has also worked closely with a large number of clients who are members of final salary pension schemes. Apart from advising clients, Laura is the firms Compliance Director.
Outwith work Laura enjoys spending time with her family, especially her son, practising yoga and dancing.
T: 0141 204 3272
Location : Glasgow
To view a copy of Laura’s Statement of Professional Standing please click here