Our story
Sunlaw Financial Planning is the culmination of a long career in financial services, a more personal way of working, and a clear vision for the future.
The makings of Sunlaw
A wealth of experience
Since the beginning of her career, Kate Finlayson has build deep experience, developing a reputation for thoughtful advice, strong judgement, and understanding clients properly.
A personal direction
After years advising within other businesses, Sunlaw was created to offer something more personal: independent financial planning focused on people, their goals, and the problems they need solved. Happy clients, not product sales.
A firm with purpose
With Mhairi and Cammy now part of the family business, Sunlaw represents both continuity and progression, combining established experience with a long-term vision for supporting clients for years to come.
What Sunlaw means to us and you
Sunlaw Financial Planning was created to offer a more personal, thoughtful kind of advice than that which is typically available. With many years of experience in financial services, Kate Finlayson wanted to build a firm where clients feel understood, supported, and genuinely guided through the decisions that matter most.
That meant starting with people first and financial products second. Sunlaw’s approach is shaped by real conversations, careful judgement, and financial planning built around life, family, and the future.
Today, Sunlaw is also a business with a clear future of its own. As a family-run firm, with Mhairi and Cammy part of the team, it champions continuity, trust, and long-term relationships for its happy clients.
Ready to talk?
If you are ready to talk through your plans, questions, or concerns, we would be pleased to discuss how we can help.