Financial Services Planning Assistant
email | 01392 34 64 64
Tanya has grown up in Devon, at eighteen she began her career in Financial Services in 2000, as a junior administrator. Having sixteen plus years of experience, Tanya is now our Financial Planning Assistant.
Day to day, offers full administrative support for the advisers, from application to completion. Talking to clients, lenders, companies, solicitors and estate agents.
Tanya took a break to have a family, raising her three sons, whilst joining the Property and Teaching Industry. Nevertheless, Tanya returned to her roots in the Financial Services Industry after 6 years, to develop her knowledge and expertise.
She has lots of energy, plays netball in the North Devon League, keen runner, plays squash, cycles, enjoys family time walking and having meals together and socialising with friends.