New staff member
No Monkey Business welcomes Amanda Cleaver who joins us as part of the financial planning team with a view to becoming one of our client advisers. She is the main point of contact for new clients in the financial planning stage and will undertake most of the data gathering and analysis that underpins our Initial Reviews.
Amanda is a Certified Financial Planner (CFP) with a diploma in Personal Financial Planning from Massey University. She has 10 years experience in a retail investment context, working for fund groups./Newton Investment Management (now part of BNY Mellon) in the UK and NZ Funds in New Zealand. Combining investment and financial planning skills, she is well-qualified to support and advance our approach to goal-based investment planning.
Amanda has recently emigrated to the UK and is looking to ‘passport’ her New Zealand CFP to the UK, in addition to meeting the exam qualifications called for by the end of 2012 as part of the FSA’s Retail Distribution Review.