Darren joins Cotterell-Wilkie Financial Planning with over 18 years’ experience at Scottish Provident and Royal London. A specialist in Financial Protection and Business Development, Darren’s key responsibilities are to ensure Russell’s clients and their families are adequately protected in the event of ill health.
Darren will work with Joanne and Russell to maintain regular contact with Russell's clients to ensure that they each receive the high level of personal service they are accustomed to, and will also act as the Practice Mortgage adviser.
Joanne Oag has worked for Cotterell-Wilkie Financial Planning for over 5 years and has previous Secretarial and Administrative experience in the finance sector from working at the Institute of Chartered Accountants of Scotland. She has an HNC qualification in Administration and IT and has a high level of customer service and IT skills.
Joanne’s key responsibilities, are to ensure the smooth running of the Cotterell-Wilkie Financial Planning Practice and to keep an efficient and effective review strategy in place for clients to ensure that they each receive the high level of personal service they are accustomed to.
Lorraine has worked in the financial services industry for many years and is responsible for Russell’s client report writing and administration. Having worked for both large and small insurance and employee benefit providers, as well as, Financial Advisers, she has a wealth of experience in both corporate and individual client sales support and report writing.