Our People
Tom Lance
Trainee Wealth Management Specialist
- T: 0131 221 6988
Tom joined Balmoral in 2016 and he originally joined the business as a Modern Apprentice. He has made excellent progress and he was initially promoted to a paraplanning role and more recently to the role of Trainee Wealth Management Specialist. Tom already holds the Diploma in Regulated Financial Planning and has the Advanced Diploma firmly in his sights.
Registered in Scotland No. SC182721
Balmoral Asset Management Ltd is authorised and regulated by the Financial Conduct Authority (FCA). Advice on Tax, Trusts and Wills is not regulated by the FCA. The value of investments can go down as well as up and you could get back less than you invested.