Specialisms
About
I am a Client Service Manager within Menzies Wealth Management and assist the Financial Planners and Paraplanners with the administration for our Private Clients.
This can include a variety of administrative tasks including: collating and sending out annual review packs, submitting any existing or new business, chasing clients or providers for any information that is outstanding. Ultimately, my main aim is to provide outstanding client service.
I have been within the financial services industry for 16 years and have gained a wealth of experience over this time. I intend to continue to excel in my chosen career path.
I am married with one son who is three and two stepchildren who are 7 and 10. I love to spend my time with my family whether that be days out, or chilling at home. I also enjoy travelling to different countries, going out to eat and going to the gym.