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