Independent Financial Planning

T: 0141 226 3184 | E: info@fitzroywm.co.uk

Admin Team

admin team

Meet the Admin Team

Carlyn Campbell Office Manager

Carlyn heads up our team, with over 20 years of Management Experience within Financial Services.

She is responsible for the smooth running of our administration and suitability processes as well as adhering to the Compliance guidelines.

admin2Michelle Kerr

Michelle has been with the firm since 2000 and is a long standing valuable member of our firm.Professionally qualified from her continued studies with the Chartered Insurance Institute, her experience and friendly manner is invaluable.

 

admin1Angela McCabe

Angela is another long standing member of our admin team, joining us in 2004. She works tirelessly and is a real asset to us with her continued success in the Chartered Insurance examinations.

 

Shirley Gadmin4ray

No relation to our director Les but of the same name. Shirley joined us in 2002 when we acquired the financial services division  of Hastings & Company, accountants and liquidators. Shirley brings 17 years of financial services experience to our team.

Lynn-Godfrey-AdministratorLynn Godfrey,Administrator

Lynn joined the firm in March 2009 and brings over 24 years’ experience in the financial services industry to the team, with a wide knowledge and experience in the individual financial sector.

 

Carolyn Kay, Finance
Carolyn, like many of our staff has been with us for over 12 years. She performs a specialist and trusted role in reconciling and controlling all revenue and expenditure on behalf of the directors.

 

Ishbel Cassidy Dip PFS, Paraplanner
Ishbel joined the firm in september 2017 with over 20 years of experience in financial services. She has achieved diploma status in regulated financial planning. She provides support to advisers carrying out research and compiling compliant suitability reports.

nadav

Nadav Brown, Trainee paraplanner

Nadav joined Fitzroy in 2018 after travelling the world.  Having graduated with a degree in Finance Investment & Risk, Nadav is working towards his diploma in Regulated Financial Planning. His main duties consist of writing suitability reports and conducting research for advisers.

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