CeMAP CeFA DipFA MIFS
I started in the financial services industry in 2002 and have worked my way up to become the Director of Estate and Property Ltd (trading as CLA Financial). Although our head office is in High Bentham near Lancaster I am currently living in West Oxfordshire whilst my husband is studying towards his DPhil at Oxford University. Relocating has given me the opportunity to expand our business and I am enjoying getting to meet lots of new people in and around Witney.
As a mum of two small children I know how difficult it can be trying to juggle work and family. This is why I have a flexible approach to working and can offer evening and weekend appointments to fit in best with our clients’ busy lifestyles. To set up an initial meeting or telephone appointment please contact me on 07818436325 or email email@example.com
BD MA PhD DipPFS CeMAP CeRER
I became an IFA in August 1991. I also have experience as a teacher at a high school and a Sixth Form College, and I have lectured at the Open University. As an IFA, my main areas of interest are advising on open market pension options, advice on structured products, and advising older people about equity release mortgages. In my spare time I enjoy walking the fells with my wife Barbara, and singing. I’m a member of two local choirs. I am based at the head office in High Bentham, near Lancaster. To set up an initial meeting or telephone appointment please contact me on 015242 63732 or email firstname.lastname@example.org
Please call us on 01993 864552 or use our contact form.