Career Bio
Desiree began her career in finance working as a banker. She then moved onto working for a short-term finance provider where she held various roles working in customer services, auditing, and complaints handling. She then entered the world of financial services in 2019 and gained her level 4 diploma qualification in Financial Advising.
Desiree joined Ward Goodman as an IFA Administrator and have since progressed onto Paraplanning. She has successfully completed the J02 Trust exams and is FE Analytics accredited and is in the process of completing additional qualifications with the CII.
Desiree also hold Diplomas in Business Management and Travel and Tourism which gave her the opportunity to explore various career options. Her passion for finance has set her on the path in financial services and is hoping to progress within financial services and explore new opportunities.
Desiree enjoys going on mini vacations with her husband around the UK and abroad. In her spare time, she enjoys reading a good book or binging a Netflix true crime series. She also loves spending time with her two cats, Winston and Rueben.
If you would like to discuss further, please book a meeting with an experienced member of our team. Simply let us know when’s best for you and we will get in touch to arrange a suitable time.
Ward Goodman is registered with the Institute of Chartered Accountants in England & Wales – registration number C002787945 and is regulated as a Registered Auditor in the UK. The audit practice is also registered with the Public Company Accounting Oversight Board to carry out audits of US subsidiaries located in the UK. Our accountancy and taxation professionals are registered as individuals with one or more of the following: Institute of Chartered Accountants in England & Wales, Association of Chartered Certified Accountants, Chartered Institute of Taxation, Association of Accounting Technicians, Association of Taxation Technicians and Society of Trust and Estate Practitioners. Ward Goodman Financial Services Limited is authorised and regulated by the Financial Conduct Authority. We are entered on the FCA register No 221867. The Financial Conduct Authority does not regulate taxation and trust advice. Company registration in England No 4494861. A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at https://www.financial-ombudsman.org.uk/ or by contacting them on 0800 0234 567
