Susan Lafferty in

Susan Lafferty

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Operations Director at Lomond Wealth
📍 Stirling, Scotland, United Kingdom

Susan Lafferty is the Operations Director at Lomond Wealth, bringing over two decades of experience that began in retail banking. She is responsible for overseeing all group operations, ensuring excellent client service and maintaining regulatory compliance for the award-winning firm.

Outside of her professional role, Susan is involved in community fundraising, participating in events for charity partners. She enjoys spending her personal time walking her dog, Darcy, and socializing with her family and friends.

Unique fact: Susan started her career in retail banking before transitioning to financial services.

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Experience
18 Years
Current Role
Operations Director
Job Level
Mid-senior
Location
Stirling, Scotland, United Kingdom
Personality Overview

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Decision Approach
Work Preference

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Priorities

Topics Susan cares about

Operational Excellence
As Operations Director, she guides all company processes to ensure service excellence and meet regulatory requirements of The Financial Conduct Authority.
Retirement Planning
Her company, Lomond Wealth, specializes in helping clients with retirement and later life planning, a core area of their business.
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Career

Work history

7-2020
Operations Director
Lomond Wealth
11-2018 - 7-2020
Operations Manager
Lomond Wealth
8-2016 - 7-2020
Compliance Manager
Lomond Wealth
2-2006 - 7-2015
Director
Motherwell Mortgages
In the press

Media appearances

Susan Lafferty – Operations Director - Lomond Wealth. Featured in Lomond Wealth
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Education

Susan has no verified education history

Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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