Lesley is a Partner and Chartered Financial Planner based in our Edinburgh office. Lesley is passionate about transforming wealth for women and is head of Independent Women a brand specialising in financial planning advice for women.
Experience
Lesley has over 30 years' experience advising clients on their personal and business finances helping them identify their financial priorities and creating plans which bring their goals to fruition. Throughout this time, Lesley has advised numerous clients with a diverse range of financial situations, particularly for inherited wealth, business and succession planning, divorce, and estate planning.
Work Highlights
Prior to joining us, Lesley founded and directed two successful wealth planning firms in Edinburgh including Independent Women which has been transforming women's wealth for over 26 years and is the longest-running IFA for women in the UK.
Accreditations/ Memberships of professional bodies
"Lesley has been my Financial Advisor for several years and has helped me in numerous ways. Apart from organising my divorce settlement, she set up a Trust Bond for my children, put in place a pension scheme, helped buy property and continues to monitor a long-term financial plan she put in place. When I have approached her for more difficult requests she has gone out of her way to come up with a fitting solution."
