PARAPLANNER

LILLY MARKS

Office Location

Hertfordshire

I joined DGS as a Paraplanner in July 2017 and primarily support Ginette Kennedy who is one of our Chartered Financial Planners. My role involves all aspects of the financial advice process, from initial contact with clients to the ongoing servicing and review of existing clients.

I am committed to providing strong and reliable support to both Ginette and her clients, ensuring a seamless and efficient experience for our clients throughout their financial journey.

Contact Lilly

About Me

I started my career in local government where I gained invaluable customer service experience over a 16 year period.

I moved into the private sector in August 2000 when I joined 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 and Senior Administrator roles before joining DGS.

Personal

Outside work, I enjoy a good walk, eating out and spending time with my family and friends.