Elaine Drummond

Elaine Drummond

Paraplanner

T: 01786 542 410

E: elaine.drummond@lomondwealth.com

Elaine joined Lomond Wealth in October 2016, having over 7 years’ experience in Financial Services as a Paraplanner. She works closely with the Advisers to research and produce holistic reports for our clients.  At present Elaine is working towards the Chartered Qualification. 

Outside of work Elaine enjoys Skiing and socialising with friends and family.

Qualifications held:

Certificate in Life and Pensions
Certificate in Mortgage Advice
Certificate in Financial Planning
Diploma in Financial Planning

Certificate Level

CF1 UK Financial Services, Regulation & Ethics
CF2 Investment and Risk
CF4 Retirement Planning
CF5 Integrated Financial Planning
CF6 Mortgage Advice
RO5 Financial Protection

Diploma Level

JO3 The Tax and Legal Aspects of Business
RO1 Financial Service Regulation & Ethics
RO2 Investment Principles and Risk
RO4 Pensions and Retirement Planning

 

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