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What’s the best thing about Crowe Financial Planning?
Working with like-minded people that have a passion for delivering an exceptional service for our clients, and being supported to develop whether that is through support with qualifications, or being involved with the wider community through charity initiatives.
Tell me about your role?
I support the financial advisers with formulating financial plans for clients, researching the most suitable solutions for clients, and drafting recommendation reports. I also enjoy speaking with clients and joining client meetings.
What is important to me when delivering client service?
That our clients enjoy the financial planning experience and find me to be approachable and efficient with dealing with any enquiries they may have. I strive to ensure that our clients are happy and are kept updated on their progress of their case.
My favourite book.
A favourite book of mine is City of Spies by Mara Timon, based on a member of the French resistance that found herself growing close to a German Abwehr officer whilst operating in neutral Portugal during WW2.
What matters to you most in three words?
Family, health, happiness.
What do you enjoy most about your role?
I am instantly drawn to what our clients want to achieve in their lifetime. It is even more satisfying when we help to make client goals a reality, particularly if a client thinks it is out of reach!
A favourite book of mine is City of Spies by Mara Timon, based on a member of the French resistance that found herself growing close to a German Abwehr officer whilst operating in neutral Portugal during WW2.
My favourite
book
Family, health, happiness.
What matters to you
most in three words?
I am instantly drawn to what our clients want to achieve in their lifetime. It is even more satisfying when we help to make client goals a reality, particularly if a client thinks it is out of reach!
What do you enjoy most
about your role?
That our clients enjoy the financial planning experience and find me to be approachable and efficient with dealing with any enquiries they may have. I strive to ensure that our clients are happy and are kept updated on their progress of their case.
What is important to me when delivering client service?
I support the financial advisers with formulating financial plans for clients, researching the most suitable solutions for clients, and drafting recommendation reports. I also enjoy speaking with clients and joining client meetings.
Tell me about
your role?
Working with like-minded people that have a passion for delivering an exceptional service for our clients, and being supported to develop whether that is through support with qualifications, or being involved with the wider community through charity initiatives.
What’s the best thing about Crowe Financial Planning?
Get in touch