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Morena Wiseman
Client Support
I have in excess of 20 years working in the finance industry which started in Jersey, where I lived for 20 years. Dealing with all aspects of client services.
I have recently relocated from Somerset having spent 4 years working for an independent financial adviser firm acting as the key person within that firm to oversee every aspect of the client journey with a passion for delivering great client service, with attention to detail.
I enjoy exploring the great outdoors by hiking most weekends, festivals & gigs, watching sport particularly rugby & spending time with family and friends.
Joanne Ross
Superb attention.
Superb attention. Very personalised prompt service. The team are excellent and I felt they always had my best interests at heart. I shall be continuing to use their services. Thank you!
Ray & Sue Greenfield
Thank you very much for all the clear financial advice
I would also like to take this opportunity to thank you very much for all the clear financial advice you have given not only Sue and I, but my family over many years.
Jenny
Good service
Good service, all options explained clearly, good follow up, kept in touch all the way through to the end of the transaction, very aware of how important this was to their client.
Trevor Meeking
A personal and professional service
I’d like to take this opportunity to thank you for the personal and professional service which is much appreciated.
Stephanie
With grateful thanks.
I wanted to say I appreciate you talking to my daughter, about setting up a private pension. With grateful thanks – you have always been a huge help with my own financial decisions.
