My journey
I’ve worked in financial services for more than 25 years in roles with both advice firms and national insurance and investment providers. Since 2003, I have been with CBW.
Day to day my role involves obtaining and updating information on clients’ pensions, protection and investment plans, as well as ensuring our systems are up to date with their personal information.
Ahead of the review meetings, I will contact clients to ask them to confirm details and collate valuation and performance information for the adviser to discuss with a client in the meeting.
I also deal with paperwork for new investments and plans, if clients want to access their funds or start drawing their pensions and liaise with insurance and investment companies on behalf of clients.
What I enjoy most about my job
Building relationships with clients and getting to know them. Having been with the company for so long it’s lovely to be able to see people enjoying their retirement or reaching their goals knowing our planning has helped them achieve that.