I joined the team in October 2023, having previously worked in Financial Services and Insurance over the last 9 years. My role is to work closely with Charlotte to assist Adam with the administration of his clients.
Qualifications:
CII Level 3 Award in Financial Administration (Life)CII Level 3 Award in Financial Administration (Pensions)
CII Level 3 Certificate in Regulated Financial Services Operations (Cert CII FS)
FA1, FA2, R01, R03, R05
Outside of work, when I’m not playing wife or mum, I love to attend gigs and festivals as much as possible.