Laura McKie FPFS

DIRECTOR & CHARTERED FINANCIAL PLANNER

Chartered status is the highest symbol of professionalism in financial services

We’re proud to be a financial planning firm co-run by a Chartered Financial Planner, Laura McKie.

This means you can be confident you will receive the best possible advice and support.

lauramckie@thewealthoffice.co.uk

Laura has worked in financial services for over 10 years, working with Kenny in her previous role before joining Kenny here at The Wealth Office.

Laura is a Chartered Financial Planner and provides expertise in cash flow modelling which is the centrepiece of many client review meetings. She focusses on the service and investment proposition, and always strives to improve the client experience, which is a huge motivator for Laura.

Laura’s focus is providing clarity for clients in complex scenarios when considering the different circumstances that are intertwined.

Personally

Laura enjoys socialising with friends and family, tucking into some good food and sipping a glass of wine. Throughout the summer, you can find Laura in her garden, making sure it’s pristine and looking good all year round. When winter rolls around though, Laura loves being active out on the slopes skiing.

SPOTLIGHT QUESTIONS

My proudest moment as a Financial Planner was:

When I achieved Chartered status.

SPOTLIGHT QUESTIONS

The three things I love most about my job are:

Meeting new and interesting people.
Seeing the difference when a client’s financial plan comes together.
Solving a challenging problem and finding a solution which meets the client’s needs.

SPOTLIGHT QUESTIONS

The types of people I most enjoy working with are:

Driven, innovative and hard-working.

Get in touch

If you would like a chat to find out more, or have any questions about financial planning, then please get in touch.

0141 739 5466

enquiries@thewealthoffice.co.uk