Tammy Willman

Senior Financial Planning Administrator

Tammy Willman is an experienced financial services professional currently serving as a Senior Financial Planning Administrator at Walker Crips since October 2025, where responsibilities include overseeing the administration process, managing compliance, and coordinating with clients and advisers. Prior to this role, Tammy held several positions including Senior Client Relationship Manager and Client Relationship Manager at Unity Wealth Management from August 2021 to October 2025. Earlier experience includes working as a Dedicated Administrator at Compass Wealth Management Consultants Ltd, Customer Service Administrator at Old Mutual Wealth, Customer Care Representative at Swatch Group, Administrative Assistant at HSBC, and Telephone Banker at Lloyds Banking Group. Tammy's educational background includes 8 A grades and 6 B grades in GCSEs, with a focus on Mathematics, obtained from Wildern Secondary School between 2002 and 2007.

Links

Previous companies


Org chart

No direct reports

Teams

This person is not in any teams


Offices

This person is not in any offices