Area of Expertise: Investments, Pensions, Protection, Tax Planning, Inheritance Tax Planning, Financial Review.
Vicky has worked within the financial services industry for over 9 years and has worked for numerous Wealth Management firms around Northamptonshire and Peterborough, before joining Chattertons in September 2022. Vicky's role is to manage, support and provide ongoing training to the Support Team and to liaise with the firm's Independent Financial Advisers, to ensure all clients and advisers receive a high level of service and satisfaction. Vicky also works closely with the firms Compliance Director, to assist in implementing policies, processes and procedures to ensure compliance with FCA rules. Vicky is currently working towards Chattered status.
Away from work Vicky enjoys spending time with her family and going on long walks with her naughty dog, Gus.
Supervisor: Richard Ludlow
- Diploma in Regulated Financial Planning
- Certificate in Mortgage Advice
- Certificate in Equity Release.