Victoria joined Morrell Financial Management on 3rd October 2022 as a trainee Paraplanner. Having Victoria on our team will allow Andrew to focus on working closely with clients and supporting their financial goals. Once fully trained she will be able to prepare technical reports and research the best products for our clients’ individual needs and circumstances.
Victoria has worked in Human Resources for 15 years within large corporate businesses. She joins us with excellent technical, analytical and communication skills, which is why she will be an asset to our expanding business. She is very much a people person and is looking forward to building relationships with our clients. She is passionate about customer service and will prioritise our clients’ needs at the forefront of her role.
“I am very grateful for this opportunity to work alongside my brother and sister-in-law, we already have a great relationship and I’m impressed at our new professional relationship. We all have the same values surrounding the importance of caring for our client’s financial wellbeing. It is wonderful to see how Andrew and Helen are passionate about their business and I admire their extensive knowledge and experience enabling them to provide advice to anyone who needs it.”