We are delighted to announce that Investment Sense has recruited to new Independent Financial Advisers, James Lee and Laura Gregory.
James and Laura will join our existing team of IFAs and will work for our Nottingham office. Both will specialise in giving advice to people close to retirement helping people get the best possible income from their pensions.
Commenting, Anna Timms, Director of Investment Sense, said: “I am delighted that James and Laura have chosen to join Investment Sense. We have been looking to recruit two advisers for some time now, but were prepared to wait until the right candidates came along.”
Anna continued: “James and Laura will be a great addition to our team of advisers, and it’s a testament to our success that we have needed to recruit additional advisers to handle the number of enquiries we are receiving for financial advice.”
James joins us from a local firm of Independent Financial Advisers, having previously worked for the Co-operative Insurance Society.
James said: “I chose to join Investment Sense as they share my values and help to facilitate the kind of service my clients deserve.”
He continued “I believe my clients are best served by receiving Independent advice, which takes into account their goals and financial aspirations, this is how Investment Sense work, which is a further reason for me joining the team here.”
Click here to learn more about James.
Laura has recently been made redundant by HSBC and joins us after eight years with the bank, where she worked in a variety of roles, latterly as a financial adviser. After her time at HSBC Laura was keen to become an Independent Financial Adviser and Investment Sense was her first choice.
Laura said: “I joined Investment Sense because they share the same ethics as me and I wanted to work for a firm which put clients first and gave an impressive level of service.”
“My aim is to ensure, that each and every one of my clients, is provided with clear and honest independent financial advice, to a high standard and for a fair price.”
Click here to learn more about Laura.
Contact Laura and James
If you are nearing retirement and would like advice on your options, or indeed on any other aspects of your financial planning James and Laura can be contacted at the Investment Sense office on 0115 933 8433 or by emailing firstname.lastname@example.org or email@example.com