Isabella Warner CertCII (FS)
Administrator
I joined Golden Oak Wealth Management in October 2024 as an Administrator, having come from a similar background at another Independent Financial Advisory firm.
My role at Golden Oak is to provide excellent customer service and support to our clients, and to provide administrative help within the company. I am currently working towards my Level 4 Diploma in Regulated Financial Planning (CII). So far, I have completed the R01 and LP2 exams, achieving my Level 3 Certificate in Financial Services (CII).
I spend most of my spare time standing in a muddy field watching my partner play rugby, reading, and exploring local shops and pubs with my friends.