Mary is an experienced, client-focussed Financial Planner with a strong administrative background and well-developed IT skills.
Qualifications and experience
She has nearly 30 years’ experience in Banking and Financial Services, including over 7 years in her current position. Progressed from Administration through to Paraplanning and ultimately to Advice. Mary has built a solid, loyal client bank and concentrates on Investment, Pension and Estate Planning Advice. She holds the CII Level 4 Diploma in Regulated Financial Planning.
Away from work, Mary enjoys being at the heart of family life, travel, walking and enjoying the local beauty spots of North Devon.