We are very pleased to welcome Sally Edmondson to our WB Financial Management (WBFM) team. Sally is joining us as a Chartered Financial Planner with over 16 years experience in the financial services industry. She is a Fellow of the Personal Finance Society.
Sally has significant experience in pension advice, covering all areas of funding, transferring and options at retirement. In addition she has spent the last few years providing specialist Inheritance Tax planning and corporate financial planning advice to both individuals and businesses.
Sally said about her new role “I am extremely happy to have joined the team at WB Financial Management. Having been here for a few weeks it is very evident that this is a business going somewhere, looking to thrive through providing a first class service using the latest technology and being progressive. I look forward to meeting more of our clients over the coming weeks and months, and helping to add value for them through the provision of quality financial advice and planning.” Find out more about WBFM here…
If you would like to learn more about WBFM and how we can help you with business and personal financial matters contact Sally today on 01925 210000 or email sally.edmondson@walkerbegley.co.uk
