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 &
Kenny has a wealth of experience in the financial services industry, leaving school to take up a post at Bank of Scotland before spending four years as an adviser at the Prudential. He then spent seven years advising at the British Medical Association before becoming Managing Director at Independent Medical Financial Solutions. Kenny has owned his own business for over ten years but still finds time to coach/play curling and spend quality time with his wife and three daughters.
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 and is also involved as a volunteer at Livingston’s weekly parkrun.
Mortgage & Protection Adviser
Gerry returned to financial services in 2018 after a spell in the musical instrument industry. Beforehand, he spent the majority of his early career as an adviser at Standard Life Assurance Company, followed by six successful years as a mortgage adviser. A keen trombone player, Gerry spends his spare time playing with and carrying out duties as President of the Bathgate Band. Gerry also loves to spend time with his wife and two children.