Based in Cambridge
Wendy is our Financial Planning Consultant on the desk-based adviser team and can use a stream-lined advice approach to assist with financial transactions, savings plans, retirement options and to assist with your insurance needs. Wendy says ‘the financial advice I provide is for people who want a straight forward solution to their finances’.
She has been working at Tavistock Private Client, based in the Cambridge and Swaffham Bulbeck Offices for two years as a Para-planner and Adviser and enjoys working as part of the Price Bailey and Tavistock Private Client Teams.
Wendy has her Diploma in Financial Planning and is studying towards her Advanced Diploma.
It is Wendy’s wish to help you through different stages of your financial life; making savings plans to buy your home and educate children, saving for your retirement, protecting your assets, and working out how best to use your assets at retirement. Wendy can research the market to match you with the most appropriate providers, investments and products to suit your needs.
Outside of work Wendy is an avid traveller, loves hot sunny days at the beach and enjoys spending time with her family.
Office: 01223 869043
Mobile: 07394 421083