Experience
I am a Diploma qualified Financial Advisor, with over 16 years of experience in Financial Services, and I have now started working towards my Chartered qualification.
I have gained a wealth of experience working for Banks, Building Societies and Wealth Management firms. Most recently, I have worked predominantly with pensions, both in accumulation and drawdown.
I’m a good listener and always interested to learn about my clients’ lives and their goals. I also like the technical detail involved in creating financial plans.
The Verso Liverpool Team
Vikki Adams
Paraplanning
Liverpool
John Brougham
Change & Transformation
Liverpool
Carly Dunningham
Financial Planning
Liverpool
Quentin McCormick
Financial Planning
Liverpool
Scott McKenna
Paraplanning
Liverpool
John Millington
Financial Planning
Liverpool
Simon Noakes
Client Services
Liverpool
Mike O’Neill
Financial Planning
Liverpool
Sarah Picton
Client Services
Liverpool
Julie Riley
Compliance Operations
Liverpool
Steve Robertshaw
Financial Planning
Liverpool
Sheila Rodgers
Client Services
Liverpool
Paul Rodriguez
Paraplanning
Liverpool
James Smith
Paraplanning
Liverpool
Lydia Taft
Financial Planning
Liverpool
Lyndsey Wild
Compliance Operations
Liverpool