Taylor & Henderson Financial Team
Adriana Casey
Financial Services Administrator
Tel No: 01294 606724
acasey@taylorandhenderson.co.uk
Adriana deals with the large insurance companies and investment managers, her responsibilities include preparing client investment reports, technical research for fund and product recommendations, ensure compliance with FSA rules and regulations and updating and maintaining client records effectively.
Adriana has a masters degree in Economics, she holds CII Certificate in Financial Administration, the CII Certificate in Mortgae Advice and is studying towards the CII Financial Planning Certificate.