Beverley is a Financial Adviser working for Aviva Equity Release advice and specialises in helping over 55’s to reach their retirement goals and aspirations. With an open and honest approach, clients are able to cut through the jargon and make informed decisions and plan their future.
Beverley has worked in financial services for over 30 years having in the past specialised in pensions, investments and protection, with the more recent years in the later life industry. Having worked for multiple large corporates such as Lloyds TSB, Santander, Legal and General and Aviva, she has a wealth of knowledge on various aspects of financial services and holds DipPFS (MP&ER) qualifications. She joined Succession Financial Management for the Aviva Financial Advice team in 2016.
Beverley currently advises Aviva Financial Advice clients, Aviva Financial Advice is a trading style of Succession Financial Management Limited.
"Outside work I enjoy walking with my dog, I enjoy travelling both in the UK and abroad."