Get in touch
What’s the best thing about Crowe Financial Planning?
The culture and values of the firm are important to Crowe Financial Planning. There is a people-focused culture with flexible working. Crowe Financial Planning is committed to making a difference by delivering excellent service to our clients.
Tell me about your role?
As part of the Senior Management team, I take ownership of our CRM database and Client Portal strategic relationship. Identifying and implementing key system developments, I design and review the strategic direction of Crowe Financial Planning and how we look after clients.
What is important to me when delivering client service?
The first impression is often the only impressions that matters. Communication is key, maintain good relationships, keep everyone informed and act with integrity. Most importantly do what you say you will and always follow up.
My favourite film.
Miracle on 34th Street. The 1994 version with Richard Attenborough.
There’s nothing better than Christmas. (I believe)
What matters to you most in three words?
Healthy, Happy, Home.
What do you enjoy most about your role?
I enjoy problem-solving and assessing the impact of alternatives. This allows me to help people understand their environment, identify opportunities and make choices which lead to the desired outcomes.
Miracle on 34th Street. The 1994 version with Richard Attenborough.
There’s nothing better than Christmas. (I believe)
My favourite
film
Healthy, Happy, Home.
What matters to you
most in three words?
I enjoy problem-solving and assessing the impact of alternatives. This allows me to help people understand their environment, identify opportunities and make choices which lead to the desired outcomes.
What do you enjoy most
about your role?
The first impression is often the only impressions that matters. Communication is key, maintain good relationships, keep everyone informed and act with integrity. Most importantly do what you say you will and always follow up.
What is important to me when delivering client service?
As part of the Senior Management Team, I take ownership of our CRM database and Client Portal strategic relationship. Identifying and implementing key system developments, I design and review the strategic direction of Crowe Financial Planning and how we look after our clients.
Tell me about your role?
The culture and values of the firm are important to Crowe Financial Planning. There is a people-focused culture with flexible working. Crowe Financial Planning is committed to making a difference by delivering excellent service to our clients.
What’s the best thing about Crowe Financial Planning?
Get in touch