I’ve worked in the financial services profession for 36 years, in a number of administrative roles.
My day-to-day role involves data input for new and existing client policies, gathering information and maintaining client records. I particularly enjoy being able to help clients understand their financial arrangements.
What do you enjoy most about your job?
Working with a friendly team.
How do you most like to spend your time outside of work?
Family time is important – holidays and walking the dog.
Something guaranteed to make your day better…
When everything goes to plan.
Book a meeting with one of our wealth experts, call 01782 345100 or book online.