Financial Planning Team Continues to Grow

Our financial planning team is celebrating again with two new appointments to the firm. Iain Lightfoot takes on the newly created role of Operations and Business Development Director and Tracy Horky joins the Penrith team as Financial Planning Consultant.

Iain will take oversight of Compliance, Operations and Business Development across the firm’s financial planning service, working together with the rest of the Armstrong Watson Financial Planning and Wealth Management team, and the wider Armstrong Watson business, to further enhance, develop and grow the financial planning proposition and service.

Commenting Iain Lightfoot said,

“I am proud to be joining the Armstrong Watson Financial Planning team, especially at this exciting time as AW celebrates 150 years of supporting, protecting and advising clients. With this great heritage, together with the people and culture evident across the business, we have the perfect environment to provide great financial advice, making a difference to our clients’ lives and financial wellbeing, across all our locations.”

Iain brings a wealth of experience to Armstrong Watson gained over 26 years, including 17 years with Skipton Building Society, latterly as Head of Distribution of their Financial Planning business.

Paul Dickson, Managing Partner also commented,

“I am delighted that we have been able to attract an individual with Iain’s background and experience to join the senior Leadership Team at Armstrong Watson Financial Planning & Wealth Management.  We have a great team providing financial planning and wealth management advice to clients and, with Iain’s expertise, we can develop and grow our proposition further as our clients’ trusted adviser.”

Tracy Horky joins the company from The Cumberland Building Society where she worked in a variety of roles including Customer Service and Business Development, advising clients for over 15 years. As part of the bespoke Private Client team, Tracy will provide holistic planning in a range of areas including retirement, investments, inheritance tax and protection. Tracy will work alongside Justin Rourke as Financial Planning Consultant, expanding the Penrith Private Client team and adding further support to the local community.

Commenting Tracy Horky said,

“I’m very excited to have joined Armstrong Watson Financial Planning Ltd and the team at Penrith. We are a progressive local firm with a great reputation and dedicated to providing an excellent service to our clients. This is something I have always been passionate

Find out more about how our financial planning team can help you

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Armstrong Watson LLP is a limited liability partnership registered in England and Wales, number OC415608. The registered office is 15 Victoria Place, Carlisle, CA1 1EW where a list of members is kept. Armstrong Watson Accountants, Business & Financial Advisers is a trading style of Armstrong Watson LLP. Armstrong Watson LLP is regulated by the Institute of Chartered Accountants in England and Wales for a range of investment business activities.

Armstrong Watson Audit Limited is registered to carry on audit work in the UK and Ireland by the Institute of Chartered Accountants in England and Wales. Registered as a limited company in England and Wales No. 8800970. Registered office: 15 Victoria Place, Carlisle, CA1 1EW

Armstrong Watson Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Firm reference number 542122. Registered as a limited company in England and Wales No. 7208672. Armstrong Watson Financial Planning & Wealth Management is a trading name of Armstrong Watson Financial Planning Limited. Registered Office: 15 Victoria Place, Carlisle, CA1 1EW