“I love meeting all the different clients and hearing their stories. There is such a big variety in what they have done in life, where they want to go and what they want to do. “
- Locations
- Marlborough
Heather is a chartered Financial Planner through the Chartered Insurance Institute (CII) and an Associate of the Personal Finance Society, based in our Marlborough office. She works with private individuals, providing advice and guidance to help them plan for their financial futures.
She is a qualified Later Life Advice Specialist and is an accredited member of the Society of Later Life Advisers (SOLLA).
In 2003 Heather started working for HSBC, before moving to Gibraltar in 2007 where she worked within the private banking sector as a Relationship Manager for Jyske Bank. She returned to the UK in 2017, joining RBC Brewin Dolphin later that year as a report writer, before quickly moving on to a paraplanner role, and subsequently a financial planner.