Tina joined Nelsons in 2015 and is the Operations Manager of our specialist Investment Management team.
Areas of Expertise
- Supporting our team of Independent Financial Planners to deliver quality recommendations to our clients to help them throughout their financial journey
- Improving and reviewing procedures to deliver a high-quality service for our existing and future clients
- All areas of financial planning including:
- Protection
- Retirement planning
- Investing for the future
- Inheritance Tax and Estate Planning
Professional Information
- Qualified Member of the:
- CMI Level 5 Diploma in Leadership and Management (ACMI)
- CII Level 4 Diploma in Financial Planning (DipPFS)
- CMI Level 3 Certificate in Leadership and Management