Lesley is the CEO and founder of Independent Women, Succession’s new specialist division providing financial advice and services for women.
With over 25 years’ experience as a financial adviser, and over 20 as the leader of her own firm, Lesley has an impressive depth of experience and knowledge of all aspects of financial services. She is a firm believer that financial security and health and happiness go hand in hand and that a body of advisers dedicated to achieving this for their clients is a fabulous service. Her first love is being an expert financial adviser and helping women to achieve their financial ambitions. She works closely with her clients, maintaining long-standing relationships across industries, geographies and backgrounds.
Lesley is passionate about making the industry more accessible to women: in improving the recognition of women as an important economic force; in attracting women into the industry, particularly as advisers; and informing and empowering women to have the best financial opportunities.
Lesley is a regular contributor to financial press and online forums; she is also active in local and national charities, as well as Collaborate Scotland – a professional board that assists in finding collaborative solutions to separation, divorce and family matters.
Lesley holds the IFS Level 4 Diploma for Financial Advisers.