Chartered Financial Planner
0121 2301914

Originally from Staffordshire, Wendy has worked in the financial services industry since 1988. She joined Punter Southall Wealth (previously Punter Southall Financial Management) in 2004 as a Paraplanner, developing a greater understanding of complex financial advice. Wendy gained Chartered Financial Planner status in 2010 and became a fully qualified Planner the following year. She is now a Pension Transfer Specialist within the business.  Wendy enjoys dealing with clients from all walks of life, but her clients are often successful professional entrepreneurs. Away from work she enjoys martial arts, ballroom dancing, going to the theatre and spending time with her eleven year-old daughter.

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