INDEPENDENT FINANCIAL SERVICES 4 YOU - Key Persons
Julie has been a mortgage adviser for over 20 years. She is fully qualified. Julie has dealt with many mortgages over the years and has been able to secure mortgages for clients when others have failed. She ensures that he knowledge of the market remains up to date, so she is able to get the best mortgage for new and old customers alike.
Rob has been a financial adviser for over 27 years and specialises in investment and pension planning. He can deliver this service at the highest level due to his advanced pension qualification, AF3.
He is able and qualified to give advice in all areas of the financial advice spectrum - from investments and protection, to pensions and inheritance tax planning with individuals and corporate clients.
Rob and his family live in a small village in the heart of the Cotswolds. He lives next to the local cricket pitch where he regularly plays with his two teenage sons.
Vickie is an invaluable member of our team, ensuring a smooth running of the office, and someone who is always happy to help customers and others alike.
Victoria is Independent Financial Services 4 You's Head of Compliance . Her role is to ensure that the advice being offered by our advisers is delivered in a compliant and safe way.
Outside of work Victoria enjoys archery, ballet and problem solving