Expert Wealth Organogram
We are delighted to bring you an Organogram displaying the team that work here at Expert Wealth Management. This follows on from a point raised at our most recent Client Advisory Board, that knowing a little more about our organisational structure might be beneficial for our clients.
The Organogram shows the team (and their roles) within the firm, as well as displaying some of the 3rd parties we work with in other areas. The link below will take you to more detailed profiles of each individual available here.
If you have any questions regarding this, please do not hesitate to get in touch.This article is distributed for educational purposes and should not be considered investment advice or an offer of any product for sale. This article contains the opinions of the author but not necessarily the Firm and does not represent a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but is not guaranteed. Past performance is not indicative of future results and no representation is made that the stated results will be replicated.