Our People

Advisers

Claire Cook Dip PFS Certs CII (MP & ER)

Director


Support Staff

Katharine Davis (Paraplanner)

Katharine joined the financial services industry in 1987 and is an Associate of the Chartered Insurance Institute and a Chartered Insurance Practitioner. After working in compliance for a major life insurance company she moved to a financial planning role in 2006. Katharine looks after the administrative needs of our corporate clients and is a Group Life and Pension Specialist.

Myka Osborn-Rivas (Group Schemes Administrator)

Myka joined Aspect8 in 2011 having held a position of responsibility for a nationally recognised firm of retailers. She has also worked in the voluntary sector, providing admin support for Horsham Museum during her spare time. Myka is performing an administrative support role for Aspect8’s financial advisors and is looking to take professional qualifications in order to specialise in a certain area.

Tracy Waller (Team Leader / Office Administrator)

Tracy has been with us for over 10 years and works at the Horsham Head Office where she provides administrative help and support to our financial planners. Tracy also has specialised knowledge of most residential and commercial lenders and handles the end to end processing requirements of our clients.

Vicki Williamson (Office Administrator)