After finishing my degree in 1994, I worked for TSB and then Nationwide Building Society. After taking redundancy from Nationwide, I knew I wanted to carry on in a finance vein and joined Wealth Experts in 2003.
I am the Executive Assistant to Richard and Terry and my working day involves organising the tasks and workflows of team members, meeting and review preparation, finalising reports and paperwork, processing new business, dealing with client queries, managing client accounts on platforms including, rebalances, withdrawals and trades.
Organisation is the key and that’s where my strength lies
What do you enjoy most about your job?
Speaking with the clients, the variety of work, and my colleagues
How do you most like to spend your time outside of work?
Watching football – I am an avid fan of non-league football. Country walks, as long as a pub stop and a pint of real ale is incorporated into the route! Spending time with my family.
Something guaranteed to make your day better…
Knowing my children are happy and healthy.
Book a meeting with one of our wealth experts, call 01782 345100 or book online.