On a day-to-day basis, my primary focus involves meeting with both new and existing clients, as well as maintaining connections within the industry.
In terms of service areas, I don’t specialise in specific areas such as investments or pensions; instead, my approach is centered around holistic financial planning.
As one of the longest-serving members of the company, my role significantly impacts the organisation by overseeing a healthy-sized client bank and ensuring their ongoing satisfaction.
To support clients effectively, I prioritise being available and accessible. I strive to respond to their queries promptly and in a manner that is easily understandable. Building close relationships with clients is crucial to establishing trust and fostering a collaborative environment for effective financial planning.
