Local wealth management business, Cranwell Wealth Solutions Ltd who recently moved to new Uckfield high street premises is growing rapidly. Stephen Palmer who set up Cranwell Wealth Solutions previously worked from his Uckfield home but last summer made the transition to new office space on 21 Church Street.
Since the move Cranwell Wealth Solutions Ltd has gone from strength to strength. Peter Morris joined as a new advisor in June 2016 and both Mae Ixer and Kate Miller took on their new roles in the New Year.
Mae has joined the team as Sponsorship Co-ordinator and will be responsible for relationship management of the numerous bowls club which Cranwell Wealth Solutions Ltd sponsor. Previously working for HSBC as Premier Relationship Manager, Mae is well versed in delivering excellent customer service.
Looking after the expanding team will be Kate as newly appointed Office Manager. Familiar to Uckfield from her previous role at the Uckfield branch of Halifax as certified Banking Consultant, Kate is looking forward to getting to know customers and building long-lasting relationships.
Stephen Palmer of Cranwell Wealth Solutions says “It’s great to see the business expanding and I have no doubt that both Mae and Kate will bring added value to the team. Both have a huge amount of experience within the financial services industry and more specifically customer relations, which will be great assets to Cranwell Wealth Solutions Ltd”.
Stephen has been in the financial services industry, offering his services for over two decades and believes valuable advice is only possible when tailored to the individual.
To receive a complimentary guide covering Wealth Management, Retirement Planning or Inheritance Tax Planning, contact the team at Cranwell Wealth Solutions Ltd.