TAILORED FINANCIAL PLANNING - Key Persons
Job Titles:
- Estate Planning Consultant
Job Titles:
- Head of Customer Relations
Laura started working for Tailored Financial Planning as an office manager in 2021.
She has been in the financial industry for 8 years and previously was a Personal Banking Manager at a mainstream bank. In this role she gained expertise around the financial industry and gained more experience helping clients with varied financial needs.
Laura chose to work for Tailored as she feels it has great values and a loyal client base, and is looking forward to what her future holds.
In her role as office manager, she oversee's the smooth running of the office and the team and is also a key link between clients and advisors.
Job Titles:
- Director
- Financial Adviser
Job Titles:
- Mortgage and Protection Adviser
Job Titles:
- Financial Consultant
- Managing Director