ABOUT US

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 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.

Gerry Duggan
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.

Nikki Willis
Marketing Assistant / Administrator

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.

Pamela has spent most of her career within the residential Sales and Letting sector where she has also gained additional administration and secretarial skills. Keen to pursue a new career within the Financial Services Industry, Pamela is currently undergoing her CeMAP training while continuing in her new role within the Mortgage and Protection Admin team. Pamela enjoys spending her spare time with her husband and two sons and also goes running when time allows.

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 helping out the mortgage admin team. Nikki enjoys spending time with her husband and two school-aged children and has a keen interest in the skincare and beauty market.

Katie MacLeod
Administrator