Denise joined Beverley Financial Management in 2016, continuing her long established career in Financial Services. Her practical approach enables her to work closely with clients and other professional advisers, such as accountants and solicitors, to understand their immediate and longer-term goals, and put the right plan in place for them.
With over 20 years experience helping individuals to build a better future for themselves and their families, Denise is able to advise on all aspects of financial planning. Her own experiences as a working mother have shaped her empathetic approach, and her clients value the extensive support she provides as standard.
Dedicated and passionate, Denise is here to help you find the right solutions for you, your family and your business.
Mike is the latest adviser to join the team at Beverley Financial Management, building on his previous 5 years experience advising clients on their personal financial planning needs. Mike is involved with many sports and loves being outdoors. He actively engages with his local community, helping with such endeavours as beach cleans and other fundraising initiatives.
Committed to developing close working relationships with his clients, Mike works hard to ensure he fully understands your needs in order to provide the most appropriate advice.
Gill Jameson, our Practice Manager, Wendy Logan and Claire Robinson our Personal Assistants, complete the Beverley Financial Management team.
They are on-hand to provide telephone support should you be unable to reach Mark, Denise or Mike. With decades of combined experience working within the financial services sector, they are more than capable of handling your enquiries.
Gill Jameson - Practice Manager, Wendy Logan - Personal Assistant, Claire Robinson - Personal Assistant