Client Services Manager
How I work
A bit of everything. I work closely with our advisers and their clients to keep things moving, from paperwork and transfers to chasing providers and making sure nothing gets missed. If something needs sorting, I'm usually the one sorting it.
Organised and hands-on. I take real pride in my work and like things done properly, first time, and I'm always looking for ways to make things easier for advisers and clients.
Specialisms
Outside work
I've got two young children, so most of my spare time is with family. When I get a quiet moment, you'll find me with a good book or cooking something new.
Insights
Let's talk
The first conversation is complimentary, with no obligation to proceed.