Lanying Burley

Areas of expertise

Bespoke family portfolios; SIPPs; medical negligence and PI claims.

Experience

Lanying has been at Smith & Williamson for more twenty years looking after families and private client portfolios. For many individuals, she invests across the whole range of their financial assets including taxable portfolios, ISAs, pension accounts and family trusts. In many cases she works closely with the client’s tax advisers and financial planners (both in-house and external advisers) to help provide a comprehensive financial wealth management service.

Notable client work and achievements

• Assisting families who receive medical negligence or PI claims and managing the awards.
• Working with our Tax and Financial planning advisers to guide and help individuals plan for retirement and manage their pensions and other investments.
• Building strong and long-term relationships with clients extending across the whole family – parents, their children and their grandchildren.

Professional qualifications/memberships

Lanying is a fellow of the Chartered Institute for Securities & Investment.