Specialisms
About
As a Client Services Manager, I am dedicated to providing outstanding customer service to all clients, as well as supporting our Financial Planners. I am focused on ensuring clients receive the best possible outcomes. My main responsibility is to ensure that all administrative tasks relating to the advice provided are carried out efficiently while prioritising excellent client service.
I have attained a BA (Hons) in Business Management and have worked in financial services for over 5 years.
If you would like to speak with a Financial Planner, please contact me via email and I will be happy to assist you in arranging a meeting.