Director and Chartered Financial Planner
Poppy joined the team as a puppy in July 2013. She’s a black Labrador, and her responsibilities include monitoring the biscuits and being fussed over by all members of staff. Bertha joined the Watts family in August 2020 and, by all accounts, is keeping Poppy on her toes.
Poppy and Bertha have no plans to study for financial qualifications and are not authorised to provide advice.