Crystal Palace
Yvonne joined Perspective in September 2022. It is important to Yvonne to be able to offer her clients face to face advice, so she decided to join one of our local Perspective offices which provides holistic financial planning to all of our clients.
After several years working as a Personal Assistant, Yvonne decided on a change of career and studied to achieve new qualifications through the London Institute of Banking and Finance. She started her career in financial services in 2020 as a Mortgage & Protection Advisor. She finds a real fulfilment in getting to know her clients better, helping them achieve their financial goals and getting them into the best financial position possible.
Outside of work Yvonne enjoys travelling, catching up with friends & family and occasionally throwing a pot – we hope she means pottery!
Check out Yvonne’s VouchedFor profile here.
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The Financial Ombudsman Service, Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123