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Cookie Policy

 

Cookies are used on our site to ensure that we give you the best experience on our website. If you continue without changing your settings, we’ll assume that you are happy to receive all cookies on our website.

Some cookies are essential so you can move around the website and use its features. Without these cookies, some services you’ve asked for can’t be provided. These cookies don’t gather information about you that could be used for marketing or remembering where you’ve been on the internet.

What are cookies and how do they work?

Cookies are small bits of text that are downloaded to your computer or mobile device when you visit a website. Your browser sends these cookies back to the website every time you visit the site again, so it can recognise you and can then tailor what you see on the screen.

Some of the cookies we use

Certain cookies are necessary in order for you to use our websites. These are used ‘in-session’ each time you visit and then expire when you leave the site. They’re not stored on your computer and they don’t contain any personal data. However, you can delete them via your browser if you wish to, but this will restrict the functions that you’re able to carry out on our sites.

  • Session cookies

These enable you to carry out some essential functions on our sites, such as maintaining log in details for the session or a transaction. They also help by minimising the need to transfer information across the internet. They are not stored on your computer and they expire when you terminate your browser session or logout of certain areas.

  • Secure cookie

A secure cookie is only used when a browser is visiting a server via HTTPS, ensuring that the cookie is always encrypted when transmitting from client to server. This makes the cookie less likely to be exposed to cookie theft via eavesdropping.

  • Persistent cookies

These are used to persist a user’s preference across e.g. setting items such as the open status of the carousel, and remain until the expiry date and time set by the web server (or otherwise manually deleted by the user).

  • Analytics

We like to keep track of what pages and links are popular and which ones don’t get used so much to help us keep our sites relevant and up to date. It’s also very useful to be able to identify trends of how people navigate (find their way through) our sites and help us provide a more friendly solution.

  • Third-party cookie

Google Analytics tracking (and most web tracking software) uses cookies in order to provide meaningful reports about site visitors. However, Google Analytics cookies do not collect personal data about website visitors.

Managing your cookies

You’ll find more information about cookies at www.allaboutcookies.org, which gives details on how to delete cookies from your computer. For information on how to do this on your mobile phone browser, please see your handset manual.

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

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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

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Jan Caldwell

Client Support

I started my career with Bank of Scotland, working in various locations in and around Glasgow. I achieved my banking qualifications early on which allowed me to progress to a professional Relationship Manager position looking after the needs of personal customers within the Bank’s Private Banking Service.

After many enjoyable years with the Bank, I decided to move on to Handelsbanken taking on an exciting new challenge when their first office opened in Scotland.

Since opting for a career change, I am now delighted to be part of the team at Bonum Wealth, assisting clients and the advisers with administrative tasks and ongoing client support.

In my free time I love to hill walk and go to the gym but my new passion is travelling in my Nissan Elgrand campervan conversion “Ella”.

e: jan@bonumwealth.co.uk

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Cara Gilbert

Chartered 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 an 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 am abroad and in the sunshine!

e: cara@bonumwealth.co.uk

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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

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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

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