Margaret Christie
Practice Manager - UK
With over 30 years of experience within financial services, Margaret’s role at Expert Pensions Advice is to keep work-in-progress as a pension transfer analyst and practice manager. Margaret is well qualified in the fields of management, business and financial planning ensuring the team focused in their goal of helping clients achieve the retirement they dream about.
Alongside Alison, Margaret manages the UK team’s administration and documentation to facilitate the required pension transfer advice.
Margaret’s passion is pensions and she loves nothing better than working to build a financial plan for clients. Margaret is committed to continually learning, developing, and thriving for the benefit of both the team and more importantly, our clients.
Qualifications
- BTEC Diploma in Business & Finance
- NEBSM Certificate in Supervisory Management
- Higher Education Certificate in Combined Social & Behavioural Science
- Financial Planning Certificates 1, 2 & 3 (CII)
- Certificate in Mortgage Advice & Planning (CeMAP) (LIBF)
