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Financial Planning News

Newsletter - October 2015

12-November-2015
12-November-2015 17:37
in General
by Admin

 

Introducing Angela Billingham (Office Administrator)

Finding A Replacement for Julie Blunt

Staff Round Up

 

 

Overview

We are in the process of development, expanding our administration team, so we can offer the service you have come to expect from us.

 

The idea being, we are a family; we are here to help – no problem is too small. Our mantra is – if we can help we are here to help.

 

The strategy is simply, to provide a team to support your needs and to offer a service of excellence.

 

Angela Billingham

We have a new staff member. Angela has broad administrative experience and an infectious laugh. She has a strong and broad administration background with over 14 years of relevant experience.

 

She has various qualifications within the administration field. These range from NVQ for IT Users, through to NVQ Business Administration Level 3.

 

Angela loves the outdoors. She is a very keen photographer and always keeps her eyes open for that elusive shot.

 

Julie Blunt

Good news, Julie has at long last returned to the fold but has since left Waverley Court Consulting Ltd.

 

We would like to take this opportunity to thank her for her work at Waverley Court Consulting Ltd over the past 4 years and wish her all the best in her future undertakings.

 

There is no reason for Julie to contact you and if she does, it is not with our consent, knowledge or agreement.

 

We are now in the hunt for her replacement. I will keep you informed and confirm once this role is filled.

 

 

 

Bernadette Hoyle

Bernadette after much hard work, has passed her first diploma level exam –

R01 Financial Services Regulations & Ethics.

She has now started her studies towards the Personal Taxation Exam.

In addition, Joseph is now walking and Bernadette has made the move to become a home-owner – good luck, we are very happy she now has the home she always dreamed of owning.

 

 

 

 

 

                             New Compliance Procedures

 

We need your help to ensure we fulfil our standards of advice, compliance & data protection protocols and record keeping.

 

The outcome, we have new documentation and would ask you to complete when requested to ensure we are on track for all requirements.

 

We will contact you on a client by client basis.

 

Thank you and all the best

 

 
   

 

 

 

 

 

 

 

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