Vicky has been working in the financial sector since 2006. Over that time, she has achieved triple chartered status in accountancy, tax and financial planning and is a fellow of the Institute of Chartered Accountants in England and Wales, and a Fellow of the Chartered Insurance Institute. Whilst I'm no longer a practicing chartered accountant, as a client you will still benefit from my breadth of experience in financial planning.
With a specialism in working with businesses and business owners, Vicky uses a holistic approach to help people achieve their financial goals. Vicky has a no-nonsense approach and can cut through the numbers to help you understand the commercial impact of your decisions.
Steph is responsible for ensuring smooth processes within Penrose Wealth Management and makes sure that your experience as a client is simple and well informed. She has a complete focus on caring for you as our client and can make a good cup of tea!