How Vanessa supports you
Vanessa supports the advisers through research and planning work, and contributes to regular investment committee and adviser meetings, helping ensure advice is thoroughly considered and clearly documented.
An integral member of the paraplanning team, she also prepares detailed suitability reports for both new and existing clients when they undertake transactions with Lomond Wealth.
After moving to Scotland in 2012, Vanessa joined Lomond Wealth in 2016 before moving to the paraplanning team in 2021 and completing her Diploma in Regulated Financial Planning in 2023.
A little more about Vanessa
When she’s not supporting clients and colleagues, Vanessa enjoys spending time with family and making the most of life in Scotland.
In her spare time she enjoys relaxing, exploring new places, and taking time to properly unwind away from the office.
Vanessa in numbers
2
children.
10
years at Lomond Wealth.
1
dog.
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