Linda Devlin Email & Phone Number

I joined WD Wealth Management Ltd as a Financial Adviser in March 2017 providing an holistic financial planning service to both existing and new clients. I am Diploma qualified and have over 25 years experience in the field of financial advice. I have an outstanding level of technical and professional knowledge. My advice covers all areas of wealth management, including, retirement planning, investment planning, protection and tax planning to business owners, professionals and retired clients. I pride myself in providing high quality financial advice in a friendly and professional manner. More details are available on the website at www.wdwealth.co.uk. As a Senior Partner Practice of St. James’s Place Wealth Management based in Ayr, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years. The Senior Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Senior Partner Practice' are marketing terms used to describe St. James's Place representatives.SJP Approved 27/07/2023

Glasgow, United Kingdom

Full investigation and resolution of customer complaints, making decisions on whether to uphold or reject the complaint based on the evidence researched and presented. • Documenting the rationale for your decision • Effectively communicating the outcome of your investigations• Management of a portfolio of complaints in a target driven environment with responsibility for maintaining the required levels of productivity and quality • Liaison with key stakeholders in the business to identify root causes of complaints ensuring remedial action is taken

Glasgow

Contracted to a multinational financial services company to investigate assess and analyse historic retail banking investment sales in line with relevant FCA guidelines producing reasoned reports and liaising with affected customers where appropriate.

Glasgow, United Kingdom

Within a heavily compliant & accountable industry, to strict MMR requirements, working with residential or buy to let customers, face to face and on telephone, helping them find the right mortgage and fully protect this asset. Completing and taking ownership of application to approval, obtaining and confirming all proofs, instructing survey and liaising with solicitors etc. and chasing all through to drawdown and hand over of keys.

A highly recognised, self motivated and performance driven individualwith over 25 years banking experience in developing customer relationships within this region.An individual who has an outstanding level of technical and professional knowledge.An acknowledged achiever who is an excellent communicator, akeen team player, adaptable and efficient, able to work independentlyand able to work under pressure.

Within a normal day, my duties include face to face advice and ensuring that the highest level of customer service is provided. Fact finding including selecting fund choices in line with clients attitude to risk via risk questionnaire, carrying out my own research and constructing and writing my own suitability reports. These are all conducted using Intelligent Office software. I also package and process all of my own cases and ensure follow up is conducted in a timely manner to ensure plans are issued correctly to clients. I ensure all MI is correct and updated daily. I have also set up a review system to ensure that customers continue to be serviced on a regular basis. I have consistently achieved excellent compliance ratings which includes persistency at 100%, no breaches, 100% suitability and no complaints.