Lianne has a varied set of experiences in our industry, working within The Royal Bank of Scotland for 10-years. Most of her role was working within their Invoice Finance departments, where attention to detail is an acute requirement.
Lianne supports the advisers and liaises with the various product providers and investment firms to make sure our information, data, client policies are all put in place and running efficiently
Our systems rely on quality of data and security and Lianne’s experience within one of the UK’s largest banks in these roles is a constant and positive force
We always encourage our staff to grow, and Lianne currently heads up Aspen Wills and Trusts Limited and is working towards becoming a qualified Protection Adviser
I initially developed my knowledge of the banking systems and structure of financial services within the banking industry, working for Abbey National (as it was then) and then The Woolwich
My skills and knowledge of the investment and pension market places were honed with a move to a city-based firm of Consulting Actuaries. My time here was spent working with the boards of large firms going through management buy-outs or closing Final Salary pensions
The complexities of helping clients understand the changing financial landscape helped me build a wide-ranging knowledge of the technicalities of investing and creating portfolios, managing tax issues and creating a consolidated strategy across products and policies.
During this time, I worked with the Houses of Parliament pension scheme, major companies, such as Ford UK and EMI, together with smaller businesses and single owner company directors. My role here was dedicated to Pensions and Investments, which included hedge funds, stock broking and portfolio wealth management.
I decided that I wanted to provide advice on a more holistic tenure and moved to a more localised firm of advisers. Once settled in the role, I realised that I had the skill set and inclination to advise my clients on my own terms.
I believe that the role of the adviser needs to be more holistic and clients require a robust approach to the wider needs of investing and borrowing alike. To this end I incorporated Aspen Financial Services in 2006 and opened our doors during August 2007.
David has worked in our industry for over 30-years and brings a wealth of experience. He has run and managed his own successful directly authorised investment, mortgage and life assurance firm during this time.
During 2004, David made the decision to specialise in Mortgages and Life Insurance. The area of mortgage advice has become a very complex market place in the last 10-years or so and creating an in-depth knowledge is a key requirement to make sure clients get the right advice.
David is now a Director within the Aspen Family, through the incorporation of Jones Bower Limited November 2012. This brings a wealth of knowledge and experience within the key areas of financial advice to the group