Meet the team!

I am very happy to say that CBIFA now has an additional 2 team members, on a full time permanent basis: Tracey Cooper joined us as Administration Manager in August 2015 and has revolutionised things, she really is the glue that holds it all together! Belated welcome Tracey.

And in May 2016, on the 16th we welcomed Michelle Lambell. Michelle is an experienced and Diploma Qualified Para-Planner and plans to become a Financial Planner in her own right and will soon continue her studies to become a Chartered Financial Planner. Welcome and good luck Michelle!