Lilly Marks - DGS Chartered Financial Planners

Lilly Marks

About me

I joined DGS as a Paraplanner in July 2017 primarily providing support for Andy Wray. I am involved in all aspects of the financial advice process from initial contact with clients to the the servicing and review of existing clients. I consider that my role is to provide strong sales support to both the advisers and clients.

My history

I started my career working with Lewisham & Camden Local Authorities where I gained invaluable customer service experience over a 16 year period.

I moved into the Financial Services sector in August 2000 when I started working for a small IFA firm in Mayfair in a sales support role. My career in Financial Services continued with Standard Life, Aegon and LV before moving back into the IFA world working as an Executive PA in August 2015