40 years’ experience in financial services working for Aviva, supporting financial advisers in growing their businesses and clients.
Working with YorWealth has been a breath of fresh air. I really appreciate being part of such forward thinking, independent firm with a client focussed approach.
Unfortunately, it’s not always the case that clients are front and centre for financial advisers. It’s great to know that this is fundamental to YorWealth.
My role is to support our financial planners with ongoing client engagement and acquire new client relationships. I also work with our third-party professional connections, and develop our marketing plans.
