Location: Redcar Office
Yvonne has an accountancy and managerial background and indeed managed the company accounts for a period. She had previously worked with the directors prior to Money Matters as a Financial Controller and is an excellent project manager.
She is now utilising her substantial organisational skills to help the directors implement the various systems relating to the Wealth Management side of the business. Money Matters offers clients a very pro-active investment service but this brings with it a huge organisational burden and Yvonne’s process driven work ethic means she is ideally suited here.
Yvonne also plays a key role in the day to day management and processing of the Investment related work the company undertakes.