Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.
Having started in the profession in 1987 as a graduate entrant, I have enjoyed working for a large life insurance company, accountant and solicitor firms
Statement of Professional Standing
Eloise has over 35 years’ experience in the financial services industry, beginning her career at the Yorkshire Building Society Head Office in Bradford.
Statement of Professional Standing
Since graduating from Newcastle University, Keith has accrued nearly 30 years experience in the Financial Services profession, all of it in the independent sector.
Kathryn is an experienced PA/Administrator with a wealth of experience gained over many years in a variety of office roles, including 20 years working locally in independent financial services providing a high-quality administration service to her advisers and their clients.
Lynda is an experienced administrator working in finance for 30 years in a variety of roles.
Jane is an experienced Administrator having worked for more than 30 years in a wide variety of different industries including a food accreditation body, banking, educational charity and Financial Planning.