Carly Ferguson

Senior Paraplanner

Carly Ferguson

Carly is based in Aberdeen for Russell Gibson Financial Management that became part of One Four Nine Group in July 2022. With over a decade in the financial advice industry, Carly brings substantial knowledge to her role in assisting financial planners in preparation for their client meetings. With ambitions to become a financial planner, Carly has continued studying since completing her degree in Business Economics at the University of Glasgow and her Masters in Investment & Finance at the University of Strathclyde.

She has since completed her CII Level 4 Diploma in Regulated Financial Planning (DipPFS) and also holds the Pension Transfer Specialist Level 6 qualification, via the Chartered Insurance Institute.

In her spare time, she enjoys reading and hill walking.

Back to our team.

We are passionate about lifestyle financial planning to identify appropriate solutions to achieve the best outcomes for clients

Latest News

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One Four Nine Wealth Magazine – Issue 11

May 21, 2024

The eleventh issue, May/June, of One Four Nine Wealth magazine

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Portfolio Review – Q1 2024

April 25, 2024

Chief Investment Officer's comments on global markets alongside a fund comparison

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Guide to making a Will

April 12, 2024

A four page guide from One Four Nine Wealth

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