Brilliant new recruit to the Wright and Lord Financial Services team!
Holly Masterman has joined Wright & Lord Financial Services as a Paraplanner. Having worked for Skipton Building Society for 6 years, she wishes to broaden her horizons by gaining experience in mortgages and insurance. She brings experience and knowledge in all aspects of Financial Planning, including Pensions, Inheritance Tax and Investment Planning and is working towards gaining the Advanced Diploma in Regulated Financial Planning and to achieve Chartered Financial Planner status.
Welcome to the Team Holly!