The Team
Ian cofounded Leeburn Financial Planning in 1991, and has 34 years experience in the financial services industry, and continues to enjoy the challange of dealing with each clients' individual circumstances and objectives.
As the Senior Financial Planner, Ian concentrates his expertise on clients Investment Portfolios and Tax Planning requirements, particularly Inheritance Tax planning.
Ian is a Fellow of the Chartered Insurance Institute (FCII), an Associate of the Personal Financial Society, and Society of Mortgage Professionals. Ian holds the Dipolma of Financial Planning, and is also a Chartered Insurance Practitioner
Graeme is a member of the Chartered Insurance Institute, Personal Financial Society, and Society of Mortgage Professionals.
Graeme graduated from Dundee University in 2001 with a degree in Accountancy, and has since achieved the Diploma of Financial Planning, Certificate of Mortgage Advice, and Certificate of Equity Release.
He has also completed Advanced Pension Planning (AF3) and Long Term Care Insurance (CF8).
Elma cofounded Leeburn Financial Planning in 1991. Elma continues to manage the running of the office and is Leeburn Financial Planning's Compliance Officer.
Stuart is a member of the Chartered Insurance Institute, Personal Financial Society, and Society of Mortgage Professionals.
Stuart graduated from Dundee University in 1999 with a degree in Accountancy, and joined the team in 2000. He has since achieved the Certificate of Financial Planning, and Certificate of Mortgage Advice.
Stuart has also completed Savings & Investments qualification (SV1).
Paul is a member of the Chartered Insurance Institute, Personal Financial Society, and Society of Mortgage Professionals.
He has achieved the Certificate of Financial Planning, and Certfiicate of Mortgage Advice. He has 15 years of experience in the Financial Services Industry. Prior to joining Leeburn Financial Planning in 2005, Paul worked for a major Life Assurance Company, managing their broker support team.
James graduated from Queens University Belfast, in 2007 with a degree in Economics & Management.
James has since achieved the Certificate of Financial Planning and Certificate of Mortgage Advice.
