Pension and Investment Adviser
Tel: 02890 668228
Casey has worked in Financial Services since 2008, in both High Net Wealth Banking and Financial Advice. She finds the most rewarding part of her job being able to build relationships with clients and to find creative solutions that best fit her client’s needs.
Casey specialises in retirement planning, investment management, personal and business protection, inheritance and other tax planning. Casey is continuing her studies to become a Chartered Financial Adviser. Originally from South Africa, Casey loves to travel with her two children and enjoys cooking up a storm in her free time.