Beverley has over 13 years’ experience in the UK Financial Services sector. She has worked with a number of highly regarded advice firms; however the vast amount of her experience comes from setting up her own business which provided operational support and advice for multiple Financial Planning firms.
Being a Financial Adviser herself, this gives Beverley a ‘real’ understanding of the way a business should be set up to deliver the very best service to the clients. She is passionate about the ever-changing industry and new technology developments which can help the advice process.
Living in Edinburgh with her two children, Beverley enjoys the world through Art, whether it be taking her camera outdoors to capture it or listening to it through a 1st press album on her vintage record player.
Beverley is a Diploma Qualified, Pension Transfer Specialist and member of both the Chartered insurance Institute (CII) and The London Institute of Banking and Finance (LIBF).
Award in Pension Transfers AwPETR (LIBF)
Diploma in Financial Advice DipFA (LIBF)
Certificate in Mortgage Advice (CII)
Certificate in Equity Release (CII)