Jackie joined Loch Fyne Financial in 2021 and brings a wealth of experience to the company. Moving into her first financial planning role in 1998, Jackie’s role focuses around delivering high quality services and wealth management to the firms growing database of clients.
Laura joined Loch Fyne in November 2022 as Chartered Financial Planner and Regional Manager, having previously held the position of Training and Competence Supervisor at Acumen Financial Planning.
A Chartered Financial Planner and FPFS, Laura’s role includes managing clients and supporting the team.
Paul joined Loch Fyne Financial in 2022. Having worked in financial services since 2001, Paul embraced the opportunity to bring his expertise from working in a national wealth management company to our firm. Paul enjoys working with like-minded colleagues and having the tools to enable him to focus on providing clients with a clear view of their financial future.
Lisa oversees the day to day running of our office. She is incredibly passionate about consistently delivering an exceptional level of service. Her ‘can do’ attitude and empathy with clients are a winning combination.
Joanne has been with Loch Fyne Financial for around five years, in a Technical Support role. She frequently assists at Client Progress meetings, has now become known to almost all of our clients through this face to face contact, and also from dealing with many day to day enquiries.