Helen joined Savvy in June 2011. She had previous experience working in banking, as well as running her own business. She plays a big part in the administration and compliance reporting of Savvy. Over the years her attention to detail has proven paramount to the successful running of the business.
One of her favourite hobbies is diving. Being an avid diver for decades she and her husband holidayed in Barbados in April 2018 where they took their young daughter diving for the first time.
Wayne joined the Savvy team in September 2012 to help with the administration side of the business. With the virtual worlds growing popularity, social media in particular, Wayne has become our Social Media Executive and now focuses on the marketing & advertising side of the company, while running the website and social media accounts.
Outside of work he’s an active person, a big football lover and plays on weekends for one of his local teams. Financial Advice Dorset
Deborah is our newest recruit, joining Savvy in November 2017. As office manager she is usually the client’s first point of contact on the phone or through the door.
She loves her tea and makes a cracking cuppa. She’s a big fan of travel and reading and doesn’t go anywhere without her kindle. She plays a very active role in her Grandchildren’s lives and supporting her husband in his decorating business. Financial Advisers in Dorset
about us, financial advisors
The Moneytree Corporation Limited Registered in England number: 4350758. Registered Address: 14 Gipsy Lane, Warminster, BA12 9LR. Savvy Financial Planning is the trading name of The MoneyTree Corporation Limited which is authorised and regulated by the Financial Conduct Authority. The Financial Conduct Authority does not regulate taxation and trust advice. We are entered on the FCA Register No: 504571 at https://www.fca.org.uk/firms/financial-services-register. The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. The value of investments and income can go down as well as up and you may not get back the full amount invested. Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR. Tel: 0800 023 4567 or 0300 123 9123, www.financial-ombudsman.org.uk.
Savvy Financial Planning, Hinton Business Park, Tarrant Hinton, Blandford Forum, Dorset, DT11 8JF