Wealth management business, Cranwell Wealth Solutions, which moved to new Uckfield premises last year is growing rapidly.
Stephen Palmer, who set up the business, previously worked from his Uckfield home but last summer made the transition to new office space on 21 Church Street.
Since the move Cranwell Wealth Solutions has gone from strength to strength. Peter Morris joined as a new advisor in June 2016 and Mae Ixer and Kate Miller took on new roles in this year.
Mae has joined the team as sponsorship co-ordinator and will be responsible for relationship management of numerous bowls clubs which Cranwell Wealth Solutions sponsors.
Mae previously worked for HSBC as premier relationship manager, and so is well versed in delivering excellent customer service.
Looking after the expanding team will be Kate as newly appointed office manager.
She is familiar in Uckfield because of her previous role at the Uckfield branch of Halifax as certified banking consultant. Kate is looking forward to getting to know customers and building long-lasting relationships.
Stephen Palmer of Cranwell Wealth Solutions says “It’s great to see the business expanding and I have no doubt that both Mae and Kate will bring added value to the team. Both have a huge amount of experience within the financial services industry and more specifically customer relations, which will be great assets to Cranwell Wealth Solutions Ltd”.
Stephen has been in the financial services industry, offering his services for over two decades and believes valuable advice is only possible when tailored to the individual.
To receive a complimentary guide covering Wealth Management, Retirement Planning or Inheritance Tax Planning, contact the team at Cranwell Wealth Solutions Ltd on 01825 767568 or email email@example.com or visit www.cranwellws.co.uk.