Audrey has worked in Financial Services since 1988. A graduate of the University of Edinburgh, she gained her technical knowledge working with insurance companies specialising in pensions and investments. In 1996, she became an Independent Financial Adviser, gaining valuable experience working for national accountancy practices. Audrey joined us in 2004 to expand the team providing financial services to private and corporate clients and became a director in 2008. She obtained Chartered Financial Planner Status in 2014.
"I learned more in a few hours with Audrey Lumsden than I had ever learned from any of my previous financial advisers. She is friendly and approachable, and to her there is no such thing as a silly question."
Jane F, Edinburgh