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
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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.

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Mark Imlah
Financial Adviser

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.

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Gerry Duggan
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. 

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Colin Penman
Project Manager

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!

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Katie MacLeod
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.  She also volunteers every week at the local Livingston Park Run!

 

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Shannon Young

Administrator

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.

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         Nikki Willis
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.

 

CALL US

Tel: 01506 414332

EMAIL US
OPENING HOURS

Mon - Fri: 9am - 5pm

(Or outwith by appointment)