Professional Independent Financial Advisers, West Yorkshire

Meet the Corporate Services Team

Posted on 01/02/2017

In a previous article, we introduced you to our Private Client Team and we are now pleased to introduce you to our Corporate Services Team.

Our Corporate Services Team provides services to both businesses and their employees. The team advises and assists employers with workplace pensions (including automatic enrolment), employee benefits (such as death in service cover and private medical insurance) and also business protection for key people and shareholders. In the case of employees, we provide advice on all matters relating to their workplace pension scheme and retirement planning together with any personal financial planning advice that they may require.

Our Corporate Services Team has been headed by Karen Wynard since its establishment in 2009 and amongst Karen’s other duties within the business, she is also responsible for the development of the team, its client proposition and also the advisers who work within it.

Other advisers within the team are Tim Ball, Warwick Busfield, Hazel Manley, Paul Howell and Ian Devlin. On occasion, advisers within the Corporate Services Team are also involved in Private Client work.

The advisers are supported by a dedicated administration team and Karen Spark, our Operations Director is responsible for the compliance, procedures and development of this team.

In the day to day running of this team, Karen is supported by Theresa Hood. Theresa leads the administration team and the administrators who work within this are Liz Allerton, Lee Crossley, Vakas Mirza and Emma Lee.

Our Corporate Services Team has grown over the years and continues to do so in terms of clients old and new. We are very proud to be an independent, unbiased and unrestricted firm and the range of skills and specialisms that we possess within this team enables us to help and advise businesses of all shapes and sizes throughout the UK and individuals with differing needs and circumstances.

If you would like to find out more about our Corporate Services Team and the services that we provide, please do not hesitate to contact us. For more details on the individuals who make up the team, please take a look at our websitewww.eastwoodfnancial.co.uk. Under the ‘meet the team’ section you’ll find photos and short biographies on each team member.

Back to News

Featured Articles

Categories