Written by Karen Parker
Following an exceptional start to 2018, Stockton based Vintage Chartered Financial Planners have welcomed new members to their growing team.
Simon Warne, a former Yarm School pupil and University of Sheffield graduate joins as a Financial Planner and will be coaching clients through the financial planning process, evaluating all assets and individual circumstances before advising on the best options available. In his new role he will deliver advice on pensions, investments, retirement and tax to individuals and business owners across Teesside.
Olivia Hood, a Northumbria graduate joins in the capacity of Paraplanner, supporting the financial planning team in researching, evaluating information and writing reports under the stewardship of Head of Paraplanning Lisa Tipton, who joined the growing firm in August last year.
Under the Vintage ethos of championing continual development both will study further qualifications, Olivia towards a Diploma in Regulated Financial Planning and Simon towards individual Chartered status.
Categorised in: Vintage News
This post was written by Karen Parker