Get in touch
What’s the best thing about Crowe Financial Planning?
The people and also the work (typically more challenging due to the nature of our clients). The focus is on true financial planning rather on concentrating on moving one plan to another.
Tell me about your role?
I am a paraplanner and work with Miles Clarke. I have a range of duties, but typically assist him with his clients (research, analysis, report writing etc).
What is important to me when delivering client service?
Treating clients how I would like to be treated (or a member of my family).
My favourite film.
My favourite film is Elf as I love Christmas.
What matters to you most in three words?
Honesty, integrity and fairness.
What do you enjoy most about your role?
I enjoy the variety (every case is different) and helping clients sort out their financial affairs and achieve their objectives.
My favourite film is Elf as I love Christmas.
My favourite
film.
Honesty, integrity and fairness.
What matters to you
most in three words?
I enjoy the variety (every case is different) and helping clients sort out their financial affairs and achieve their objectives.
What do you enjoy most
about your role?
Treating clients how I would like to be treated (or a member of my family).
What is important to me when delivering client service?
I am a paraplanner and work with Miles Clarke. I have a range of duties, but typically assist him with his clients (research, analysis, report writing etc).
Tell me about
your role?
The people and also the work (typically more challenging due to the nature of our clients). The focus is on true financial planning rather on concentrating on moving one plan to another.
What’s the best thing about Crowe Financial Planning?
Get in touch