Get in touch
What’s the best thing about Crowe Financial Planning?
The best thing about Crowe is their passion and ethics to ensure clients get the best service, also the way we all work as a team to ensure this is carried out.
Tell me about your role?
My role consists of liaising with advisers, paraplanners and providers to write and produce client reviews.
What is important to me when delivering client service?
For me, the most important thing is making sure I work to a standard that I would like to receive as a client.
My favourite film.
My favourite film has to be Grease.
What matters to you most in three words?
Travelling, spending time with family and relaxing.
What do you enjoy most about your role?
The things that I enjoy the most about my role is how diverse the job is, no task is the same. I also really like the people I work with, everyone is funny and friendly.
My favourite film has to be Grease.
My favourite
book or film
Travelling, spending time with family and relaxing.
What matters to you
most in three words?
The things that I enjoy the most about my role is how diverse the job is, no task is the same. I also really like the people I work with, everyone is funny and friendly.
What do you enjoy most
about your role?
For me, the most important thing is making sure I work to a standard that I would like to receive as a client.
What is important to me when delivering client service?
My role consists of liaising with advisers, paraplanners and providers to write and produce client reviews.
Tell me about
your role?
The best thing about Crowe is their passion and ethics to ensure clients get the best service, also the way we all work as a team to ensure this is carried out.
What’s the best thing about Crowe Financial Planning?
Get in touch