Goss Lumsden
Financial Planning Consultant
Meet Goss
Goss has worked in the financial services and insurance sectors since 2010. Goss provides advice on pensions and investments, as well as mortgages, equity release and protection, having obtained professional qualifications in these areas.
Goss enjoys working with families, providing advice that benefits all family members, from pension advice for parents to mortgage advice for a younger member of the family who is a first-time buyer.
Day to day, Goss’s role includes meeting with clients, writing reports, submitting applications, researching solutions, carrying out reviews to ensure clients are remaining on track to achieve their objectives and liaising with product providers.
Chartered Status
FCA authorisation
What do you most enjoy about your job?
Talking to new people and helping them achieve their financial goals. Spending time with colleagues as part of a close team.
Goss in the spotlight
How do you most like to spend your time outside of work?
Seeing friends and family.
Something guaranteed to make your day better…
We have a cake delivery on the last Thursday of each month. That’s always a pretty good day.
The last TV series you recommended to someone…
I’m currently watching Twin Peaks for the first time and really enjoying it.
Get in touch
Send us a message and a member of our team will respond to your query.
