Business Development Director

Sales

Sales Executive

Sales

Onboarding & Investments Team Manager

Harjit began her career in financial services in 1998 with Alliance & Leicester (now Santander). From 1999 to 2010, she worked as a Senior Mortgage Administrator for Independent Financial Advisers in Leicestershire. In 2011, Harjit joined Pointon York as Sales Support within the Business Development Team. Harjit joined Westerby The Pension Specialist in 2012 as…

Onboarding & Investments Team Manager

Jenny started her career in 2007 in Customer Services where she held several roles in different industries managing client relationships. In 2012 she entered the Financial Services Sector, specifically within the relationship management/Investment arm of HSBC where she developed and managed client relations. During this time Jenny became involved in investment risk, risk management and various…