JK
Joanne Kurz
Personal Assistant To Director at Camouse Financial Management
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Work Experience
Personal Assistant To Director
Dec 2016 - Present · 8 years and 1 months
invesco perpetual
Customer Service Executive
Nov 2015 - Sep 2016 · 10 months
provident personal credit
Agent
Apr 2013 - Oct 2015 · 2 years and 6 months
Company Details
We are a team of Financial Advisers based in Ely, Cambridgeshire. We specialise in providing advice for individuals, businesses and trusts on investments, savings, retirement planning, long term care funding, inheritance tax planning, protection (for example life assurance, private medical insurance, critical illness cover) and mortgages (including lifetime mortgages). Trevor Honey founded the company in 1988 and we have grown steadily over the past twenty five years, adding a number of additional advisers and expanding into new offices twice until we reached our current home on the Lancaster Way Business Park, 5 minutes from the centre of Ely. A community and family ethos is at the centre of what we provide for our clients.
Year Founded
1988
Social Media
LinkedinFacebook
Industry
Financial Services, Banks & Financial Services
HQ Location
Unit 111 Lancaster Way Business Park Ely, Cambridgeshire CB6 3NX, GB
Keywords
Financial AdviceMortgagesPensionsInvestmentsTax Planningand Wealth Management
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