Lynn Barclay

Lynn Barclay

Chartered Financial Planner

T: 01786 542 410

E: lynn.barclay@lomondwealth.com

Lynn is a Fellow of the Personal Finance Society (FPFS) which is the very highest designation awarded by the PFS. This achievement has only been obtained by a very small percentage of advisers operating in the UK. Lynn is also a Chartered Financial Planner, which is another highly prestigious title in Financial Services.

Lynn is passionate about helping her clients by providing a personal bespoke financial planning and wealth management service. Lynn loves meeting people and enjoys the time spent with her clients to help them to plan their financial future and bring their goals to fruition.  Lynn has also built an outstanding reputation amongst the industry and fellow advisers for providing specialist pension services.

Lynn has spent the last 30 years within the Financial Services Industry and spent many years working in London before deciding to move back home to Central Scotland to be nearer her family.

Lynn loves music and travelling with her husband and family.

Qualifications held:

Fellowship of Chartered Insurance Institute
Chartered Financial Planner

Advanced Diploma Level

G60 Advanced Pension Planning
K10 Retirement Options
AF3 Pension Planning
AF4 Investment Planning
AF5 Financial Planning Process
AF7 Pension Transfers

Diploma Level

JO5 Pension Income Options
R02 Investment Principles and Risk
RO4 Pensions and Retirement Planning
R08 Pensions Update
J10 Discretionary Investment Management

Certificate Level

Financial Planning Certificates 1, 2 and 3
CF2 Investment Principles and Markets
CF9 Pension Simplification
R05 Protection
LP2 Financial Services Products and Solutions

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