Qualifications
- Diploma in Regulated Financial Planning DipPFS
- Award in Long Term Care Insurance
Specialisms
- Compliance and regulation
Further information
Prior to becoming Kreston Reeves Financial Planning, Bev initially joined Coach House Financial Services in 2001 and has furthered her knowledge and career by obtaining the Diploma in Regulated Financial Planning and becoming Compliance Manager for the firm in 2018.
This key role involves Bev developing, overseeing and constantly reviewing internal control systems to ensure all financial advice given is compliant with regulation and legal guidelines.
Bev is currently furthering her expertise by studying towards the Advanced Diploma in Financial Planning and achieving Chartered status.
Personal interests
When not studying, Bev is often providing a mum’s taxi service to her daughter’s many activities and hobbies.
Email Beverley
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