The Team
Having studied Accountancy at Dundee University, Stuart initially worked for a Belfast Accountancy firm, before joining 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 is one of a limited number of Chartered Financial Planners in the UK and enjoys advising clients to help them achieve their long term financial goals.
He also specialises in Investment Advice and Retirement Planning.
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
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.
As a Chartered Financial Planner, Graeme advises on all aspects of financial planning, wealth management and investment advice.
He graduated in 2001 from the University of Dundee with a degree in Accountancy and then continued with financial planning examinations, joining the small percentage of financial planners, who have attained Chartered Status.
Graeme is a member of the Institute of Financial Planning, the Chartered Insurance Institute, and the Personal Financial Society.
Elma cofounded Leeburn Financial Planning in 1991. Elma continues to manage the running of the office and is Leeburn Financial Planning's Compliance Officer.
