Lesley Wilkie – Associate Director

Contact Details

1st Floor, Moncrieff House, 69 West Nile Street, Glasgow, G1 2QB Telephone: 0141 353 0975
Fax: 0141 353 1970
Email: lesley@campbellthomson.co.uk

Lesley was a late comer to Financial Services in 1998 but soon realised it was the right place for her and worked through the relevant financial planning exams. Keen to widen her knowledge, Lesley is still sitting exams and recently attained the Chartered Financial Planner status. Joining Campbell Thomson in 2007 as a Financial Adviser, Lesley has worked on all facets of financial planning and is truly a holistic financial planner. She is particularly interested in the at retirement market and automatic enrolment.

In recent years Lesley has developed a keen interest in all genre of Photography. She is at her happiest combining this hobby with her love of foreign travel and still has a long list of places to visit.

Lesley Kean Financial Advisor Campbell Thomson

Qualifications Include
Chartered Insurance Institute - Advanced Diploma in Regulated Financial Planning
Financial Planning Certificate (Papers I, II & III)
G60 - Pensions (including occupation pension transfer)
K10 - Retirement Options
K20 - Pension Investment Options
J02 - Trusts
SV1 - Savings & Investments
CF8 - Long Term Care
HR1 - Home Reversion Plans
R01 - Regulation and Ethics
R03 - Personal Taxation
AF3 - Pension Planning
AF5 - Financial Planning Process
Pensions Management Institute - Certificate in Pensions Automatic Enrolment