Managing Director (Financial Planning)
Managing Director (Financial Planning)
Marguerite has over 20 years’ experience within the insurance and financial services sector. Marguerite started her career as an adviser with Lloyds TSB before joining Fairstone its inception in 2008 and she has played an integral part to the firm’s development.
As integration and development director Marguerite has helped to shape the integration process of partner firms both in the UK and Ireland.
In her role as Managing Director of Financial Planning, Marguerite oversees the advice journey, training, and development, and central paraplanning.