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Get to know Tayla
Tayla joined us straight from university, and a big part of her role is to support the advisers. She helps to process annual reviews, provide supporting documents and implements any changes to investment strategy or income requirements. She is also responsible for processing new business enquiries.
Tayla loves to travel, and she studied in Barcelona during her time at university. She is hoping to explore more of Europe and Asia in the future. She has an interest in fitness and staying active and enjoys exploring Scotland in the warmer weather.
We asked Tayla...
What’s the most important thing you bring to your role?
A friendly attitude and a desire to provide the best service for clients.