We are delighted that Gail Makepeace has joined us as an Independent Financial Adviser.
Bringing more than 30 years’ industry experience to the role, Gail joins us from international financial services group Sanlam, to further strengthen Lycetts’ Financial Services division.
Gail started her career in financial services at investment company Standard Life, before moving to Newcastle-based independent financial planning and employee benefits firm Blackett Walker, which was acquired by Sanlam last year.
Based in Lycetts’ Newcastle office, her new role will involve advising both private and corporate clients on financial planning solutions and investments and Gail offers particular expertise in retirement planning and corporate benefits.
“Lycetts are a long-established, well-respected and reputable Independent Financial Adviser, and this is what attracted me to the organisation,” said Makepeace, a chartered adviser and fellow of the Personal Finance Society (PFS).
“I have accrued 32 years’ experience of the financial services sector and have advised clients for a decade, so I am confident in my ability to provide Lycetts’ existing and prospective clients with a comprehensive and holistic service.
“The independent aspect is important to me, so I feel the firm will be a very good fit.”
Simon Landale, Managing Director of Financial Services, added: “Gail’s in-depth knowledge and wealth of experience makes her a valuable addition to the team. We are all delighted to have her on board.”
Gail can be contacted on 0191 232 1151 | firstname.lastname@example.org