Professionally

Cherilyn has over two decades of experience in financial services, with a particular focus on investments and financial planning. She began her career at NatWest, where she spent 13 years progressing to the role of Business Manager. During this time, she advised sole traders and companies on ways to develop and enhance their businesses, gaining valuable experience in understanding the financial needs and objectives of a wide range of clients.

Cherilyn continued her career with Pharon Independent Financial Advisers, where she spent a further nine years developing her knowledge and experience within the industry. During this time, she completed her professional qualifications and progressed into the role of Financial Planner.

With extensive experience across investments and financial planning, Cherilyn is a hardworking and dedicated member of the team. She takes the time to understand her clients’ individual investment needs and is committed to providing a high level of service and support.

Cherilyn also enjoys networking with like-minded individuals and meeting new professionals working within the financial services sector, helping her to continue developing her knowledge and professional connections.

Specialisms

  • Retirement Planning
  • Pension Transfers
  • Investments
  • Protection
  • Estate and Legacy Planning

qualifications

  • CII Diploma in Financial Planning (PFS)
  • Award in Regulated Pension Transfer Advice

Personally

Cherilyn is a hardworking and friendly member of the team who is committed to her continued professional development.

She remains focused on her goal of achieving Chartered Status, demonstrating her dedication to maintaining and developing her expertise within financial planning.

Cherilyn in the spotlight

My Favourite Holiday Destination:
Vietnam, where I spent a month travelling through the country, however there’s so much more out there in the world to explore and I fully intend to uncover more in the future.
In my spare time:
I like to source new books to add to my ever-growing library.
My proudest accomplishment is:
Overcoming my stage fears and proudly performing as a sneezing sidekick to Snow White.
London regional office:
Craven Street Wealth
Temple Chambers
3-7 Temple Avenue
EC4Y 0DP
Kent regional office:
Craven Street Wealth
Graylaw House
20 - 22 Watling Street
Canterbury
Kent
CT1 2UA
Kent Regional Office:
Lawrence House
Summer Hill
Harbledown
Canterbury
Kent
CT2 8GT
Sussex regional office:
Craven Street Wealth
Freedom Works: The Courtyard
30 Worthing Road
Horsham
RH12 1SL
Bedfordshire regional office:
Craven Street Wealth
Bedford I Lab
The Innovation Centre
Stannard Way
Priory Business Park
Bedford
MK44 3RZ
Dorset regional office:
Craven Street Wealth
Ground Floor
Unit 7 Winchester Place
North Street
Poole
BH15 1NX
Oxfordshire regional office:
Craven Street Wealth
Seacourt Tower
West Way
Oxford
OX2 0JJ

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