Lorna Beattie

Team Leader – Paraplanning and Research

Lorna has been working in financial services for over 25 years, and joined Prosperity in 2014 having previously worked for a number of Glasgow based IFA firms along with a leading Global Accountancy firm.

As a Senior Paraplanner and Team Leader at Prosperity, Lorna is responsible for leading and motivating her Team to ensure the technical reports and research are suitable solutions to meet clients’ individual requirements, plus undertaking thorough research and analysis to support our recommendations.

Lorna holds her Diploma in Financial Planning along with additional exams working towards achieving Chartered Financial Planner status with the Chartered Insurance Institute.

Outside of work, Lorna is a busy mum of two children, and enjoys cooking and practicing yoga.

What people say

When our clients talk about what it’s like to work with us, certain words come up time and again: we make them feel comfortable; we give quality advice; we make financial advice accessible to anyone who needs it. The testimonials and reviews we’ve collected over the years speak for themselves – take a look, and you’ll see what we mean.

Prosperity Financial Solutions is a trading style of Futura Wealth Management Ltd, which is authorised and regulated by the Financial Conduct Authority number 515272.

Futura Wealth Management Limited is registered in England and Wales, Company House number 05667226. Registered address: Crescent House, Crescent Road, Worthing, BN11 1RN.

The value of your investment may go down as well as up, and you may not get back what you initially invested.

The Financial Conduct Authority does not regulate Tax, Wills and Trust Planning.

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