I manage the day to day running of the office and ensure that our Practice is compliant, so that we can provide our clients with the peace of mind that we are meeting all regulatory requirements.
I also support our advisers with relationship management, with new introductions and other professionals.
I have worked within the financial services industry for around ten years, and it was whilst working for a well know pensions and investment product provider that I decided to pursue a career as a Financial Adviser; because it involved helping people and problem solving. So, when the opportunity arose to join South Coast Financial Planning Ltd and join a strong established team, I took it with open arms.
My previous experience mainly focused on pension planning, however, I enjoy helping clients to find solutions for all their financial planning needs and helping them to achieve their long-term goals.
I provide administrative support to our Advisers and assist our clients with day to day enquiries. I also maintain client records, arrange meetings and process new business applications for Pensions and Investments.
I provide administrative support to our Advisers and assist our clients with day to day enquiries. I also maintain client records and process new business applications for Protection.
I provide administrative support to the Advisers and the team. And as a keen golfer, I organise our annual charity golf day.