The Team
Ian cofounded Leeburn Financial Planning in 1991 and has 35 years experience in the financial services industry. He 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 a member of the Institute of Financial Planning. Ian holds the Dipolma of Financial Planning, and is also a Chartered Insurance Practitioner
Stuart graduated from Dundee University in 1999 with a degree in Accountancy and joined the team in the year 2000.
He is a member of the Institute of Financial Planning, Chartered Insurance Institute and the Personal Financial Society.
Stuart holds the Diploma of Financial Planning and enjoys advising clients to help them achieve their long term financial goals.
Paul is a member of the Chartered Insurance Institute and Personal Financial Society.
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.
Elma cofounded Leeburn Financial Planning in 1991. Elma continues to manage the running of the office and is Leeburn Financial Planning's Compliance Officer.
Graeme graduated in 2001 from the University of Dundee with a degree in Accountancy and has since obtained the Diploma of Financial Planning.
Graeme is a member of the Institute of Financial Planning, the Chartered Insurance Institute, and the Personal Financial Society and advises on all aspects of financial planning and wealth management.
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. He wishes to advance in his studies of investment principals and continue to provide support in successful financial planning.
Gordon graduated from Queens University Belfast in 2001 with a degree in Geography.
Prior to joining the team in 2007, Gordon worked for 6 years in the insurance industry, including time working for a major Life Assurance Company.
Gordon now wishes to further his knowledge of the investment and finance market. He holds the Certificate of Financial Planning.
