Chloe Teare - Financial Consultant - Appointment
Steve, Christina, Kathy and John are happy to announce that Chloe Teare has been appointed as a Financial Consultant at LMS Partners Limited.
Chloe, a Finance and Investment Graduate of University of Northumbria , joined LMS in 2021 as a Paraplanner. In this role, she has demonstrated expertise in investment analysis, strategy and portfolio management, and assisted our experienced advice team with their existing and new client relationships. Chloe holds the CISI Level 4 Diploma in Investment Advice.
Chloe’s initial focus will be to increase her technical knowledge of the financial planning process within the Investment & Retirement Planning side of our business, and to build new LMS Partners relationships. The appointment reflects our commitment to strengthening our advice proposition and bringing together a team of experienced and qualified professionals.
In her new position Chloe will have the opportunity to develop her relationship management skills and will be integral to the future sustainability and direction of the LMS personal client service offering
Chloe comments “This is an exciting milestone for me, and I am incredibly grateful for all the support and mentorship I have received along the way. Since I have joined LMS I have learnt about the importance of financial planning and helping individuals achieve their financial goals. Now as a Financial Consultant, I’m eager to continue building relationships and having a meaningful impact in the financial wellbeing of clients. Here’s to the next chapter!”