Specialisms
About
As Head of Private Client Services, I oversee the Client Service administration team and their daily operations. With over 30 years of experience in financial services and wealth management, I have held various positions, such as administration, compliance, paraplanning, and practice management.
My focus is to continuously improve the client experience and our procedures to enhance efficiency within the team.
In my free time, I enjoy spending time with my family and socialising with friends.
If you require the services of a Financial Planner, please feel free to contact me and I will be pleased to refer you to one of our experienced team members.