Protecting your Future
SIMPLIFYING THE COMPLEXITIES
OF YOUR FINANCES
We understand the importance of helping our clients look after their finances, not only now, but throughout their careers and beyond.
We truly believe that one of the most important financial decisions you will make,
is appointing your financial adviser.
MEET THE TEAM
Kenny Findlay DipFA
Managing Director & Financial Adviser
Kenny has a wealth of experience in the financial services industry, leaving school to take up a post at Bank of Scotland before spending 4 years as an adviser at the Prudential. He then spent 7 years advising at the British Medical Association before becoming Managing Director at Independent Medical Financial Solutions. Kenny has owned his own business for over 11 years but still finds time to coach/play curling and spend quality time with his wife and 3 daughters.
Mark has 35 years’ experience in Financial Services, starting at Prudential, after having spent 10 years as a Production Engineer with Bruntons Wiremill. After 18 years with the Prudential, Mark continued as a financial adviser with Positive Solutions before joining the team at Findlay & Co in 2021. Mark specialises in advising on Investments, Pensions, Mortgages & Protection.
When he's not working, Mark enjoys playing golf at home and abroad and cycling.
Mortgage & Protection Adviser
Gerry returned to financial services in 2018 after a spell in the musical instrument industry. Gerry spent the majority of his early career as an adviser at Standard Life Assurance Company, followed by 6 successful years as a mortgage adviser. A keen trombone player, Gerry spends his spare time playing with & carrying out duties as President of the Bathgate Band. Gerry also enjoys spending time with his wife and 2 children.
Colin has spent 40 years in Financial Services doing a variety of roles with a number of providers.
Colin retired in 2021 from a Training & Competence role and has joined Findlay & Co on a consultancy basis.
Colin enjoys holidays and staycations, spending time with his wife and his grandsons who keep him young!
Katie has 30 years’ experience in Office Administration, working in various environments in both the public and private sectors. These posts include spells in local government, estate agents, national health services, law firms, sporting governing bodies and, latterly, financial services. Away from work, Katie likes to socialise and spend time with her son and daughter. She also volunteers every week at the local Livingston Park Run!
Shannon joined us from school to pursue a career in financial services.
She enjoys going to the gym, socialising and spending time with family & friends.
Adviser Support / Marketing
Nikki has around 26 years’ experience in the Banking Industry, having worked for Scottish Widows Bank as a Mortgage Business Development Manager and, latterly, in a Marketing role. Having joined the company in February 2020, Nikki looks after all the Marketing, Communications and Social Media within Findlay & Co, as well as providing Adviser Support.