Yvonne has worked within IWMC Ltd, and the companies which preceded it for over 28 years and carries responsibility for the day to day operation of the office and the staff within it. Having worked alongside our founder and former CEO Tim Davison for many years Yvonne has seen and been an integral part of IWMC’s evolvement over that time to the service proposition we now offer. Yvonne holds an HNC in Business, has an Award in Financial Administration, Certificate in Financial Services and continues to study towards further financial services qualifications to endorse the extensive knowledge she has gained from her time in the industry. Yvonne is also an Affiliated member of the Society of Will Writers providing Will and Lasting Power of Attorney Services to our clients.

Having joined IWMC Ltd in February 2006 Kerry worked closely with Tim and Yvonne to develop and implement our current service proposition. Kerry is our senior consultant, resident pension’s specialist and in her capacity as Compliance Director endeavours to ensure that everything we do is in accordance with our ideals, company ethos and of course, within the guidelines set by our regulator. Kerry also mentors all our consultancy personnel to ensure that the service models we have built and re proud of are maintained throughout our business.

Dean is diploma qualified and holds a number of years of experience within the financial services industry, he is currently working towards Chartered status.

Donna is responsible for the day to day management of our Support Team and also acts in the capacity of Personal Assistant to Kerry Lee and Dean Heaps. Donna continues to add to her Financial Services exam studies.
Having been involved in the day to day management and administration at IWMC Ltd for many years, Donna holds the position of Company Secretary.

As a partially qualified adviser Andrew provides technical support to our advisory team and administration support to our Corporate Department and clients. Andrew is currently working towards Diploma status.

Kate is a valued member of our support team and is currently working towards an Award in Financial Administration.

Elaine is tasked with not only general office duties but the never ending task of managing the client files and archives. Elaine is known within the company as “our star” and I am sure that once you meet Elaine you will agree.