"...Our main objective is to keep clients for the longer term to help steward their finances and create innovative planning with a crisp delivery."
David Ball
David Ball
STAFF NEWS
18th July 2011
Sarah Makosch starts her maternity leave on Friday 15 July 2011. We wish her every success (and good luck!) in her new role as a Mum.
We are pleased to confirm the appointment of Sarah McMullan to the SIPP department and she has taken over the portfolio of clients previously dealt with by Sarah Makosch.
Sarah McMullan has over 4 years of experience in the Self Invested Pensions industry, having previously worked for Mattioli Woods Plc and AWD Chase de Vere Limited. Sarah’s direct telephone number is 0116 240 7099 and her email address is smcmullan@boolers.co.uk.
In Sarah’s absence, any other member of the SIPP department will obviously be happy to assist with any queries you may have.
