Steven Finlay

Independent Financial Adviser
01786 542410

How Steven supports you

Steven Finlay has more than 20 years’ experience in financial services, working with personal clients across a range of areas, including financial planning, investments, pensions, mortgages and protection.

At Lomond Wealth, his role is centred on helping people understand their options and make confident decisions about their future.

Steven enjoys meeting new people and supporting clients as they work towards their goals. He particularly values those moments when good planning makes a clear difference, whether that is helping clients move forward financially or sharing positive news about a successful application.

Need to know information

Qualifications

  • DipFP - Diploma In Financial Planning

    The RQF level 4 Diploma in Financial Planning develops core technical understanding across a broad range of key financial planning areas.

  • R01 - Financial Services, Regulation and Ethics

    This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

  • R02 - Investment Principles and Risk

    This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

  • R03 - Personal Taxation

    This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

  • R04 - Pensions and Retirement Planning

    This qualification assesses a knowledge and understanding of and ability to analyse pension and retirement planning issues.

  • R05 - Financial Protection

    This qualification assesses a knowledge and understanding of and ability to analyse financial protection planning issues.

  • R06 - Financial Planning Practice

    This qualification helps advisers develop and demonstrate their financial planning capabilities.

A little more about Steven

Away from work, Steven enjoys spending time with his wife, Ciara, and their son, Cooper.

Typically, that includes travelling, especially to Florida, as well as fine dining, watching football and golf, visiting new places to eat, gaming, and building Lego with Cooper.

Steven in numbers

20

years in financial services.

8

my son's age.

10

times visited Scottish Michelin Star restuarants.

The people who make it all possible

Derek Fish
Derek Fish

Chartered Financial Planner and Managing Director

Susan Lafferty
Susan Lafferty

Operations Director

Craig Aitken
Craig Aitken

Financial Planner

Graeme Davidson
Graeme Davidson

Financial Planner

Sophie McDonald
Sophie McDonald

Chartered Financial Planner

Alana Quinn
Alana Quinn

Senior Paraplanner

Stephen Stewart
Stephen Stewart

Administrator

Michelle Macdonald
Michelle Macdonald

Client Service Manager

Miryn McGonnal
Miryn McGonnal

IFA Administrator

Bryce Bissett
Bryce Bissett

Financial Administrator

Lorraine McGill
Lorraine McGill

Office Manager

Joanne Brooks
Joanne Brooks

Office Manager

Elaine Drummond
Elaine Drummond

Senior Paraplanner

Vanessa Williamson
Vanessa Williamson

Paraplanner

Charis Curtis
Charis Curtis

Trainee Paraplanner

Lyndsey Lawson
Lyndsey Lawson

Senior Administrator

Carol Dick
Carol Dick

Mortgage Administrator

Danielle Quinn
Danielle Quinn

Administrator

Meet your team

Start the conversation

If you’re ready to talk, we’re here to listen and help you take the next step forward.