MONEYBUTLER - Key Persons
Job Titles:
- Life & Pensions Consultant
Bernie joined MoneyButler in 2013 and her current role is Life & Pensions Consultant. Bernie has worked in the industry for over 20 years and prior to joining MoneyButler, she worked in various roles in the Financial Service Industry. Bernie provides individual Financial Planning advice and specialises in Protection Planning and post-Retirement Planning and Annuities. She is also responsible for the administration of the Company Pension Schemes.
Rebecca joined MoneyButler in 2022 and her role is Office Administrator. Rebecca looks after the overall client administration for the company and she provides support to the Managing Director, Operations Manager and Financial Advisors, along with ongoing support and service to the clients.
Job Titles:
- Senior Executive - Client Services
Sarah joined MoneyButler in 2019 and her role is Client Portfolio Executive. This involves working closely with the Senior Financial Consultants and liaising with clients to provide a high level service, along with the management of the clients investment & pension portfolios.