Phone
01942 889 883 – Leigh 01270 696 293 – Nantwich 01704 776 972 – Southport 0161 532 5675 – Bury 0161 260 2002 – Manchester

Laverne Picart

Financial Planner

Laverne.picart@kbafinancial.com 0161 260 2002

Professionally

In her role as a dedicated financial planner, Laverne excels at fostering new business opportunities through targeted referrals, effective networking, and strategic marketing initiatives. She is committed to delivering top-notch financial planning guidance that precisely caters to the unique needs of each client.

Leveraging her expertise, Laverne assists clients in achieving their financial goals by conducting comprehensive assessments of their financial standings. She then formulates and presents tailored financial strategies and plans, continually monitoring any shifts in their financial landscape and life situations.

Laverne is also a qualified accountant and member of the the Institute of Chartered Accountants in England and Wales (ICAEW).

qualifications

Personally

Outside of work, Laverne enjoys spending time and having fun with family and friends, watching YouTube, learning, and self-development.

On an ideal weekend, you can find me:

Attending church, hanging out with family and friends, going for long walks and relaxing

My favourite holiday destination is:

Florida

My favourite song to play in the car is:

‘Wild World’ by Maxi Priest

The first album I bought was:

Signing Off – UB40

If I could be any fictional character, I would be:

No one, I quite like being me

If I could turn any activity into an Olympic sport, I would win a medal in:

Talking on the phone

When the dessert menu arrives, I’m looking for:

Something chocolatey or warm, e.g. crumble, apple pie, sticky toffee pudding, etc

The three qualities that draw me to new people are:

Friendly demeanour, good eye contact, and a smart appearance

My pet peeve is:

Lack of table manners

The best gift I’ve ever received is:

A new car from my husband

The three people at my dream dinner party would be:

Novak Djokovic, Marcus Rashford, and Karren Brady

The three small things that make my day better are:

Receiving small tokens of appreciation, eating my favourite fruits, and helping others

The three things I haven’t done so far include:

Visiting Ghana, attending a men’s tennis final at Wimbledon, and buying and refurbishing a property to sell

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