Who We Are

Vivien Doyle

Vivien Doyle

Client Relationship Consultant

Financial Planning Certificate (FPC 1, 2 & 3)
Diploma in Regulated Financial Planning (Level 4)
Certificate in Mortgage Advice & Practice - ceMAP

I have been in the financial services industry for over 20 years. In my current role as a Bespoke Client Manager, I provide the detailed technical research and personalised financial planning helping clients achieve their financial goals.

I enjoy spending time with my family and friends. Also, I really enjoy trips to the theatre, reading and walking my dog.


Committed Service

Our commitment to our clients is as strong as ever. We work hard to deliver a high level of service that our clients can value, understand and have utmost confidence in.

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