Professionally
Vicky is a highly qualified compliance professional, holding Advance Financial Planning Certificate and the designation Chartered Financial Planner. Her 20 years’ experience in the financial services sector started as a cashier in a small building society, working her way up the ladder to become a mortgage advisor and financial planner within the bank assurance world, before changing focus towards compliance.
Vicky’s favourite part of the job is the team, they are a great bunch of people who make being in the office not feel like work.
Personally
Vicky has two cocker spaniels Tigs & Lily who are her priority now her children are grown and have left home, whenever it’s possible they come to the office. Vicky is the membership officer for the PFS Manchester region committee, and gets actively involved with many of the working groups within the professional body the APCC.
Outside of work Vicky enjoys spending time with her family and friends, and loves to travel, ticking a new place off the bucket list each year.
In the UK, Vicky enjoys walking, trying to hunt out a new local walk every weekend to ensure the spaniels have new places to explore.
Smith & Wardle Financial Planning is a trading name of Smith & Wardle Financial Consultants LLP (OC398850). Registered in England and Wales, our registered office address is Suite B, Gloverside, 23-25 Bury Mead Road, Hitchin SG5 1RT.
We are authorised and regulated by the Financial Conduct Authority (FCA) under registration number 912090.
The content of this website is meant for information purposes only, and does not constitute advice. The value of investments can fall as well as rise, utilising investment products places capital at risk.
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Suite B, Gloverside
23-25 Bury Mead Road
Hitchin
Herts
SG5 1RT
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