Skip to content

About Us

Bonum Wealth has over 30 years of experience in financial planning and wealth management. Bonum Wealth is proud to be independent, not tied or restricted to any one company or provider. This benefits you as independent status ensures Bonum Wealth will always acts in your best interests and those of your family and the next generation when creating planning solutions specific to your needs.

Company directors, Linda Gilbert and Stephen Grimes, are Chartered Financial Planners. Being chartered is an important industry accolade and is considered the “gold standard” for professional financial planners in the UK. This qualification supports the practical experience which Stephen and Linda have gained over three decades in financial services. The two go hand in hand ensuring you receive high quality advice and guidance in line with regulatory requirements and ethical standards.

The word ‘bonum’ is Latin for good. We work with good people, providing good advice and good planning solutions. Our core values are at the heart of businesses:

  • Trust
  • Integrity
  • Expert knowledge
  • Precision

Combining these values with our professional standards and behaviours is key to providing you with a personalised, trustworthy and reliable service for many years to come.

Bonum Wealth specialise in financial planning and wealth management – working with you to help you achieve your financial goals and the future life plan you wish to achieve.

Our Team

Linda Gilbert

Director/Chartered Financial Planner

Stephen Grimes

Director/Chartered Financial Planner

Cara Gilbert

Trainee Financial Planner

Lynne Watson

Paraplanner

Chris Scott

Client Support

Linda Gilbert

Director/Chartered Financial Planner

Chartered Financial Planner and member of The Society for Trust and Estate Practitioners. I deliver high-quality financial planning advice which makes a real difference for people.  

I have a wealth of experience in pension and investment management, working with clients to create tax efficient plans for their future and take great pleasure in seeing those plans evolve and come to fruition over the years. 

I work predominantly with wealth clients, providing appropriate financial solutions and long-term plans to meet their needs in their lifetime, as well estate planning solutions for that later day.

In my spare time I enjoy spending time with my family and keeping fit. At the weekend, its long lazy bike runs – which always involve a food stop!

e: linda@bonumwealth.co.uk

Linkedin-in

Stephen Grimes

Director/Chartered Financial Planner

Chartered Financial Planner and ACIBS (Associate of Chartered Institute of Bankers in Scotland). I have been delivering high-quality financial planning advice to clients for over 25 years.  

I have a wealth of experience in pension, investment management and corporate planning, working with clients to create tax efficient plans for their future. I enjoy spending time with clients at our review meetings to evaluate how the planning has helped them achieve their financial goals. 

I work predominantly with company directors and wealth clients, providing appropriate financial solutions and long-term plans to meet their needs now and in the future.

In my spare time I enjoy spending time at the gym, travelling and eating out. In the winter it’s all about skiing and planning the next trip to the Alps.

e: stephen@bonumwealth.co.uk

Linkedin-in

Cara Gilbert

Trainee Financial Planner

I have been working in the Financial Services industry for over 10 years. In July 2022, I successfully completed the CII’s Advanced Diploma in Financial Planning and now hold the title of Chartered Financial Planner. As part of my studies, I also achieved the Certificate in Paraplanning.

Prior to joining the Bonum Wealth team, I specialised predominately in pensions and enjoy using this expertise in my current role as a Trainee Adviser, as well as the financial planning skills I have learned during my time working alongside Stephen and Linda.

In my spare time, I enjoy taking part in various activities and as a food fanatic, I love cooking good food and dining out at the weekend. I also really enjoy exploring new places, especially when I’m abroad and in the sunshine!

e: cara@bonumwealth.co.uk

Linkedin-in

Lynne Watson

Paraplanner

I have been working in the Financial Services industry for over 12 years joining the Bonum Wealth team part-time in June 2023 following a period of maternity leave.

I have a BSc(Hons) in Financial Mathematics from Glasgow Caledonian University and have previously studied towards my ACCA Accountancy and Diploma in Financial Planning Qualifications.

My role within the Bonum Wealth team is to conduct research, prepare client reports and work closely with our Planners to provide our clients with their bespoke financial plan.

Outside of work I like to spend time on the family farm along with my husband Stuart and three young children: James, Murray and Cara. I am also the treasurer of Coylton and Stair Farmers Society and help organise the running of the annual agricultural show and other events through-out the year.

e: lynne@bonumwealth.co.uk

Linkedin-in

Chris Scott

Client Support

I have been working for Bonum Wealth for over 2 years. I now hold the title of Client Support. As well as continuing to learn on the job, I am studying for my professional exams.

In my role as client support, I hope to continue learning the more technical aspects of financial planning and expanding my knowledge in this field.

In my spare time, I enjoy being at the gym, going for long walks, spending time with my friends, travelling, and exploring new places.

e: chris@bonumwealth.co.uk

Linkedin-in