Expanding our team

We are delighted to share the news that Jonathan Garnett has now become a trainee Independent Financial Adviser with the firm. After lots of studying, Jonathan completed and passed his exams last month and will be assuming his new role from June. Our congratulations go to Jonathan as he celebrates with a well-deserved holiday. This increases our qualified financial advisors to four within the firm, which continues to help us build our team and deliver the best service we can to our clients.

To replace Jonathan in his previous role of Para Planner, we are also delighted to welcome Jacqueline Pattison to the team. Jacqueline has already settled in well and is looking forward to continuing to provide the great level of technical and administrative support that Jonathan did previously.