My journey
I’ve worked in financial services for nearly 17 years now, taking on various admin duties. I moved to London in 2013 and started work at CBW in 2014.
My role involves speaking to clients and providers, whether that’s by telephone or email, reviewing existing arrangements for clients and highlighting areas of concerns, keeping clients up to date, processing applications and new business and implementing switches.
My knowledge lies mainly around protection, pensions, investments and some trust work.
What I enjoy most about my job
The best part of my job is speaking to clients, building relationships from the beginning, supporting advisers and educating clients on what we do. It feels like we are on a journey with them to get things done.
About me
Contact us
CBW Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. FCA registered number is 182357. Registered in England. Registered number is 3224548. Registered office is 10 Lower Thames Street, London, EC3R 6AF. CBW Financial Planning Limited is a related business of CBW 2022 LLP. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk. The value of investments and the income from them can fall as well as rise. You may get back less than you originally invested. Past performance is not a reliable indicator of future results.
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