Beverley has been with the business for more than 20 years, having joined us in 2001. Previous to this she held roles at a major bank and a general insurance broker.
Bev’s role as Compliance Manager involves developing, overseeing and reviewing internal control systems to ensure all financial advice given is compliant with regulations and legal guidelines.
- Pension transfers
When not studying towards achieving Chartered status (her next big goal), Bev is often providing a mum’s taxi service for her daughter’s many activities and hobbies.