As a small firm we deal with a multitude of client enquiries and my background in Financial Services means I’m able to answer these questions, ranging from investment valuations to paraplanning. I’m often assisting our Financial Planners with their research, supporting them to help our clients plan for their future.
As well as that, I manage the Robson Laidler Wealth administration team, ensuring the day-to-day operations of the business run smoothly. I also assist our directors in putting in place effective methods to offer our clients the most comprehensive advice and the best client service.
Outside of work, I enjoy spending time with family and my little dog, as well as cooking, eating and travelling.
What's your goal for the future: To work hard, stay focused, be healthy, happy and have a lifetime of fulfilment.