Client Support Assistant

Here's a little information about our team

Q: Where would you be right now if you weren't at work?

A: Shopping

Q: What part of the financial planning work do you look after?

A: I'm the person you're most likely to speak to first and I coordinate the regular reviews for our customers. I also distribute all incoming post and correspondence that comes into the office.

Q: What professional achievement are you most proud of?

A: Photography and taking the pictures for the bio's

Q: In the film of your life, who would play you?

A: Sanaa Lathan

Q: Curry or Hot Pot?

A: Curry

Q: Sherbert or Chocolate?

A: Chocolate

Q: Lawn or Flowers?

A: Lawn

Q: What are you most likely to do whilst being 'on hold'?

A: Stare out of the window