INNES REID - Key Persons
Bella is one of our administrators and a valuable part of the team. Mentored by her colleagues, Bella thrives in our busy environment.
She has great organisational skills and a natural rapport with our clients.
Caitlin is a qualified Paraplanner. With strong ambition to be an influential part of the client journey, Caitlin works closely with the administration team and financial advisers to strengthen our client experience.
Caitlin's skills lie in organisation, report writing and she has a keen eye for detail.
Job Titles:
- Chartered Financial Planner
Job Titles:
- Independent Financial Planner
Job Titles:
- Independent Financial Planner
Job Titles:
- Chartered Financial Planner
Job Titles:
- Independent Financial Planner
Job Titles:
- Chartered Financial Planner
Job Titles:
- Independent Financial Planner
Job Titles:
- Independent Financial Planner
Job Titles:
- Independent Financial Planner