I am part of the wealth planning team where I assist financial advisers with the processing of business to build, maintain and protect the wealth of our clients.
I also offer ongoing client support to service the needs of our clients as they arise in a professional, efficient and timely manner.
As a support role to financial advisers, I take a proactive approach to deliver exceptional service in line with the adviser’s needs.
I facilitate the onboarding of new clients and assist with the production of ongoing reviews and hope to create an individually tailored experience.
Away from the office I enjoy keeping active at the gym or taking walks and reading non-fiction literature.