I ensure that our processes run as smoothly as possible and handle much of the day-to-day client correspondence. In Eric’s words, my job is to ‘make things happen!’.
Working closely with the Financial Planners, I assist them with preparing and reviewing client suitability reports, as well as ensuring our new clients’ portfolios are transferred smoothly.
I have attained the Diploma in Regulated Financial Planning and the Diploma in Financial Planning. I am currently taking exams to attain my qualification in the Advanced Diploma in Financial Planning.
Outside of work, I enjoy keeping fit by playing a number of sports, including football, golf and running, as well as exploring new country walks with my Cocker Spaniel Barney.