HAVING exceeded expectations in their first 10 months of business, Independent Financial Advisory firm financial rockwealth Aberdeen have announced Claire Rocks has joined the firm in the newly created role of Client Support Manager.
Lloyd Davis, rockwealth Aberdeen Director, commented:
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“Claire was my main support from the time she joined Central Investment Services (now Ascot Lloyd) in September 2017, until I left the firm at the end of February 2022. With more than thirteen years of financial services experience, Claire has slotted easily into her new role and I am confident that we will work well together moving forward as we aim to deliver a level of service and client outcomes which we can be proud of. Myself and Claire look forward to welcoming clients new and old to our office in the excellent neospace facility on Riverside Drive, Aberdeen.”
Claire said: ‘When the opportunity to join rockwealth Aberdeen presented itself it was an easy decision to make; a complete no brainer! I’m happy to be working with Lloyd again and very excited to see what the future has in store for us.”
rockwealth Aberdeen is an IFA driven by evidence-based investing and fairer fixed fees. Despite being less than one year old the firm is already helping a large number of client families in Aberdeen, the shire an beyond achieve their financial goals and would be delighted to speak to anyone who wants to find out how we could help them.
