Our advisers are recruited and carefully selected by our highly experienced management team.
We complete thorough due diligence on the advisers to ensure that we only work with the best advisers and to ensure they will act professionally in accordance with our exacting standards; all are fully qualified (level 4 diploma) and a number hold the highest standard of qualification, which is chartered.
Reena is a fully qualified financial adviser and is in the process of becoming chartered through the CII.
Reena has over 15 years experience within the financial services industry and has a breadth of knowledge having worked in various firms from a Private Bank to a small family office.
Reena is passionate about guiding clients through the financial advice process and helping them achieve their financial and lifestyle goals.
Outside of work, Reena spends her time running after her children, music and the outdoors.
Yorkshire House, 18 Chapel Street , Liverpool, L3 9AG
Reena offers the following areas of advice: