Lesley Hunter Email & Phone Number

We are a modern business with forward-thinking Financial Advisers who care about helping people and businesses at every stage of life’s journey. We create bespoke financial plans and provide a friendly, jargon-free, face-to-face service where trust, respect and integrity form the backbone of every relationship we have with our clients.I am an Independent Financial Adviser with Lang Financial providing a holistic financial planning service to both new and existing clients.I am Diploma qualified and have over 20 years experience in the field of financial advice. I have an outstanding level of technical and professional knowledge.The company’s success has grown through its ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients. The range of advice we provide spans the age-groups, from young professionals at the start of their career through to families with young children and experienced business professionals who are retired or approaching retirement.Our approach to your requirements is to establish a working partnership with our clients, taking time to understand and evaluate your circumstances and requirements. We’ll offer you a solution which is built around these criteria and which is bespoke to your long-term objectives.

Ayr, Scotland, United Kingdom

Ayr

Glasgow

I worked as a Financial Adviser with Blythswood Associates Ltd providing a holistic financial planning service to both new and existing clients.I am Diploma qualified and have over 20 years experience in the field of financial advice. I have an outstanding level of technical and professional knowledge.

I worked with AXA wealth as a Financial Planning Manager from my base in the Clydesdale Bank. My role was to provide a full financial planning service to clients of the bank. I made a significant improvement to the level of business produced by the branch since joining the company in 2010. I self generated my own appointments and coached and motivated branch staff to identify quality future business. I have consistently achieved excellent compliance ratings which includes persistency at 100%, no breaches, 100% suitability and no complaints.

South Ayrshire

I was a Financial Planning Manger with RBS where I was advising to a level of £200,000, covering pensions, investments and protection from the Aviva range of products.

Ayr

I was employed as a Financial Planning Manager on a tied basis advising customers on investments, pension and protections products across the Legal and General range of products.

Largs

I was employed by Norwich Union as a Financial Planning Manager working within the Dunfermline Building Society advising customers on investments, protection and pensions from the Norwich Union range of products.Duties included building relationships and coaching staff of the building society in order to secure leads.

Blantyre

I was employed as a telephone based independent financial adviser.

Edinburgh

I was originally employed on the mortgage side of the business advising customer on mortgages and then trained with the company into all other areas of advice.

National Certificate In Medical Secretaryship

Education record

Dipfa, Financial Planning And Services