Sheffield based Investec Wealth & Investment has expanded its Financial Planning team with the appointment of Laura Atkins as Financial Adviser.
With more than 13 years’ experience in the financial sector, Laura brings with her the knowledge and expertise required to deliver the highest standards of customer service.
With a diploma in Financial Planning and having recently passed a Long Term Care Insurance exam, Laura is now working towards becoming a Chartered Adviser. Her main duties at Investec Wealth & Investment will be to advise private and corporate clients on all aspects of financial planning, based on their specific needs.
Darren Findlay, Financial Planning Director at Sheffield’s Investec Wealth & Investment, said: “Our financial planning department is going from strength to strength and Laura, with her extensive experience in this area will be a great asset. Here at the Sheffield office we pride ourselves on providing a personal service on a local level as part of a large international firm, which is something that our clients really value.”
Laura Atkins said: “I am delighted to join Investec Wealth & Investment’s Financial Planning team. As one of the most respected investment firms in the region, it is exciting to work with such a professional team and I look forward to working to further enhance their services to clients.”
