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Susan Lafferty

Susan Lafferty of Lomond Wealth Management Limited is based in Stirling. Susan has up to 14 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
[FCA CF] Client dealing
[FCA CF] Functions requiring qualifications
[FCA CF] Manager of certification employee
Appointed representative dealing with clients for which they require qualification
CF1 Director (AR)
CF30 Customer
CPD20 - Advising or arranging regulated mortgage contracts
CPD4 - Personal recommendation on retail investments (not broker funds)
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
My Pension Expert