Get in touch
What’s the best thing about Crowe Financial Planning?
There are many answers I could give but the one that comes to mind regularly is working with like-minded individuals who take personal pride in delivering a high level of service to our clients.
Tell me about your role?
I am responsible for minimising risk to both business and clients by ensuring Crowe Financial Planning UK Ltd maintains its independent status and remains compliant with industry regulations to deliver good client outcomes.
What is important to me when delivering client service?
To me, one of the most important aspects of providing any service is that of communication. We may not always get the answers we wish for but provided the information is communicated effectively, we can at least understand why.
My favourite film.
The Good, the Bad and the Ugly.
What matters to you most in three words?
Family, Happiness, Rugby.
What do you enjoy most about your role?
The knowledge that the support I provide to my colleagues is a contributing factor in their ability to provide fully independent financial advice that makes a positive impact and real difference to our clients.
The Good, the Bad and the Ugly.
My favourite film.
Family, Happiness, Rugby.
What matters to you
most in three words?
The knowledge that the support I provide to my colleagues is a contributing factor in their ability to provide fully independent financial advice that makes a positive impact and real difference to our clients.
What do you enjoy most
about your role?
To me, one of the most important aspects of providing any service is that of communication. We may not always get the answers we wish for but provided the information is communicated effectively, we can at least understand why.
What is important to me when delivering client service?
I am responsible for minimising risk to both business and clients by ensuring Crowe Financial Planning UK Ltd maintains its independent status and remains compliant with industry regulations to deliver good client outcomes.
Tell me about your role?
There are many answers I could give but the one that comes to mind regularly is working with like-minded individuals who take personal pride in delivering a high level of service to our clients.
What’s the best thing about Crowe Financial Planning?
Get in touch