Angela Lloyd-Read

Financial Planning Director at Seven Investment Management

Having worked with private clients for over 17 years, Angela has improved the financial wellbeing of a diverse range of clients. Angela is passionate about the importance of relevant and ongoing financial planning, and the difference it can make to the lives of individuals and families alike. Collaborating closely with clients to understand their personal goals and broader objectives, Angela creates suitable strategies that are tailored to meet their individual needs.

Timeline

  • Financial Planning Director

    Current role

  • Financial Planner

View in org chart