As we settle into the New Year, we thought it would be an ideal time to introduce you to our new team members. It has been somewhat a period of transition in the Concise Wealth Management office over the last 6 months and I am pleased to be able to say it feels like we have a great team.
Kay Mayer has joined us from Nationwide Bank as an IFA Client Support and Administrator. Kay’s experience of 19 years with customers is a huge asset and compliment to us. We also welcome Patrick Jervis to the office. He joins us a Para-Planner with a wealth of experience in financial services. Patrick replaces Louise Greenwood, who wanted to spend more time with her young children at this stage in her life.
Our team now consists of:
Louise Worden – Managing Director and IFA
Laura Stevenson, Personal Assistant to Louise Worden
Patrick Jervis – Para-planner, providing Research and Client Support
Kay Mayer – IFA client Support and Administrator
Krystian Lane – Part Time Office Administrator
The London Marathon is fast approaching and Louise has stepped up her training for the New Year to ensure that she is fit and ready to go come April this year. As previously mentioned, she will be running for a Starlight Children’s Foundation and will be aiming to raise £5,000. A gift aid page can be found at https://uk.virginmoneygiving.com/LouiseWorden. We do of course have a paper form if you prefer this method. Any donations would be greatly appreciated and will go towards a brilliant cause.