Tammy is a Chartered Financial Planner. Her role is to work with the team to create personalised strategies for clients, helping them to become financially secure in the first instance, before showing them how, with financial guidance, they can enjoy the rest of their lives without undue worries.
Following initial client meetings, Tammy works closely with clients to gather information on their assets, liabilities, income and expenditure. With this information Tammy prepares for the Comprehensive Planning meetings and ensures there are effective wealth management strategies in place.
Tammy is extremely well qualified, recently becoming a Fellow of the Chartered Insurance Institute. She is a much valued member of the team; a master at applying knowledge to real life situations to advise clients of all their options.
When not at work, Tammy can be found enjoying a good sunshine holiday or going to the gym.
Don’t plan to invest, invest in planning
It’s a tremendous reassurance to know that Gary and his team have such a firm understanding of our financial wishes. The care they show in all our dealings with them is enormously impressive – in creating a life plan, in explaining their recommendations, in discussing our reactions and in implementing our decisions! We would have no hesitation in recommending Blue Sky to anyone!