Denise started her career in the Halifax Building Society in 1988 learning all aspects of banking from savings to lending. She then qualified as a Financial Adviser in 1996.
When Denise founded Murrow Wealth Management, her mission was to make sure that the Practice was built on the following key foundations;
• making sure the people of the Scottish Borders and surrounding areas are supported with professional financial advice and can live the life they want to achieve for themselves and their families.
• listening to and understanding her clients,
• building life-long relationships that are built on trust and clear communication.
Qualified to the highest standard
Denise believes that you only have one chance at life and that every day is ‘a school day’. She has worked hard and achieved the prestigious Chartered Financial Planner designation from the Chartered Institute Insurance (CII). This is the industry’s gold standard for firms of financial planners. It confirms that Denise has satisfied the rigorous qualification criteria to meet membership conditions of the CII. Only the UK’s premier financial planning firms qualify for Chartered status so you can be confident that Denise is committed to providing her clients with the best advice service and support. She is also Society of Later Life Advisers (SOLLA) accredited and has completed this qualification so that she can continue to support her clients in later life when needs can become more complex, and when clients require her guidance the most. Doing the right thing by her clients in those moments means a lot to Denise.
She is currently studying to achieve Fellow of the CII. Only those who have already achieved Chartered status can be awarded Fellow status upon completing further exams. This shows her commitment of continual professional development and expanding her knowledge.
As a Chartered Financial Planner Denise has committed to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code at www.cii.co.uk/code.
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