Becky comes from an education marketing background and for the past 18 years has assisted many of the world’s leading universities with their marketing budgets and student recruitment strategies.
Most recently she has moved into the world of finance and is putting her years of client servicing experience into Practice.
Whilst Gary offers pension and investment planning advice to clients and businesses in Benfleet and the surrounding areas, Becky works alongside Gary to ensure all clients are provided with a professional, efficient and friendly service.
Kelly has joined us from a customer service’s background with over 3 years’ experience in Retail, more recently she has moved into the Financial Services industry, having known Gary for over 10 years.
Kelly works alongside the rest of the team to ensure clients are provided with a friendly and efficient service.