Yvonne, a Chartered Wealth Manager, is part of the wealth management team at Vantage Limited, providing locally based clients on all aspects of their financial planning, including pensions, investments and protection products.
Yvonne has over 30 years experience in the finance industry, is a Chartered Member of the Chartered Institute for Securities & Investment and also holds the ICA Diploma in Governance Risk & Compliance. Thus enabling her to have the technical knowledge and understanding for clients who may wish to re-structure their existing investments or pension arrangements or have new goals and objectives to achieve through careful financial planning.
She was born in Hampshire, but commenced her working career at NatWest in Plymouth and Newquay before moving to Jersey in 1987. After completing 10 years with Natwest, Yvonne then worked for Royal Bank of Canada for 15 years, in various roles including investment management and portfolio construction. Following a short spell in Spain, she returned to Jersey to take up her new position as Financial Advisor with Pegasus and then more recently when acquired by European Insurance Brokers Limited.
Yvonne is married with two daughters and apart from the gym, walking the dog and reading, she spends a lot of her time on charitable works. From being a Rotarian, to volunteering at Headway charity shop for many years and more recently commencing training as a first aider with St John Ambulance.