Sipp and SSAS firm duo earn promotions

Taylor Patterson has promoted two members of staff within its SIPP and SSAS pensions’ team. Rachel McCarthy has been promoted to SIPP & SSAS team leader, where she will be responsible for providing direction and support to client relationship managers. In her new position, she will be supported by Mark Brigden who has been promoted to SIPP & SSAS deputy team leaderAs well as the above, Katrina North has joined the technical team, having been with the firm for the last ten years. Ms North moved to the company from university and specialises in property transaction and loanback work for the firm’s pension clients. In other news, trainee consultant Sam Hawarden has now achieved Chartered Financial Planner status having passed his final exam.He said: “I’m delighted with having achieved chartered status. As a trainee consultant having the “gold standard” ensures the highest quality of advice and service is delivered to my growing list of clients.Gillian Bardin, managing director of Taylor Patterson, said: “Chartered Status shows to our clients that they can be confident of the highest professional standards of service. Sam’s hard work is testament to his outstanding commitment to professionalism.”In more good news for the company, James Halliwell and Jenny Peat have also passed their respective exams. Mr Halliwell, client relationship manager at the firm, has passed the regulation and ethics assessment as part of his Financial Services professional exams, while Ms Peat, associate consultant, has passed the financial planning process test as she bids to achieve chartered status.

Sipp and SSAS firm duo earn promotions

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