Susan Lafferty

Operations Director
01786 542410
Reviews and Ratings for Financial adviser Susan Lafferty, Falkirk-and-Stirling

How Susan supports you

Susan works closely with our long-standing clients, helping them plan for retirement and achieve their long-term financial goals. She believes that preparing for retirement is about more than numbers alone — it is also about helping people feel mentally and emotionally ready for the next stage of life.

Starting her career in mortgage advice more than 20 years ago, Susan became a financial adviser while also gaining valuable experience managing firm’s compliance standards.

Today, Susan continues to play key roles in both shaping the business and supporting clients with their financial planning.

Need to know information

View FCA register View Statement of Professional Standing

Qualifications

  • Cert CII (MP) - Certificate in Mortgage Advice

    The Level 3 Certificate in Mortgage Advice meets the FCA’s qualification requirements for mortgage advisers. It develops an understanding of the sector and the mortgage process, enabling advisers to meet individual client needs.

  • 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.

  • R07 - Certificate in Advanced Mortgage Advice

    Advanced Mortgage Advice (R07) develops knowledge and understanding of the key elements of the mortgage process, specialist types of mortgage lending and to test candidates' ability to give appropriate mortgage advice to clients with complex needs and circumstances.

  • Cert CII (ER) - Certificate in Equity Release

    The Level 3 Certificate in Equity Release meets the FCA’s requirement for mortgage advisers and those advising on equity release schemes. In addition to developing advisory skills, the Certificate offers an understanding of equity release regulation, products, market practice, and customer needs.

  • CertCII (Life and Pensions) - Certificate in Financial Planning

    The life and pensions route builds knowledge and understanding of the sector’s role and its activities. It considers important customer needs, solutions and products, and how individuals and organisations work within the regulatory and legislative environment.

  • Cert CII (MP) - Certificate in Mortgage Advice

    The Level 3 Certificate in Mortgage Advice meets the FCA’s qualification requirements for mortgage advisers. It develops an understanding of the sector and the mortgage process, enabling advisers to meet individual client needs.

A little more about Susan

Out of hours, Susan enjoys spending time at her local health club, where racquet sports are a favourite pastime — although she admits spectating can be just as enjoyable.

She also loves taking her two small dogs to the beach, which she says is hard to beat as the perfect way to spend a day.

Susan in numbers

2 out of 4

Grand Slams visited - Wimbledon & US Open.

2

dogs who effectively run Susan's diary.

Zero

cups of tea or coffee ever consumed.

The people who make it all possible

Derek Fish
Derek Fish

Chartered Financial Planner and Managing Director

Craig Aitken
Craig Aitken

Financial Planner

Graeme Davidson
Graeme Davidson

Financial Planner

Steven Finlay
Steven Finlay

Independent Financial Adviser

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

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