Meet the team : who does what
The Advisers - The Adviser's role is to find out what is important to their clients, gather facts, establish attitude to risk and preferences, then to design, recommend and review financial planning strategies. Where appropriate they liaise with the client's other professional advisers and keep up to speed with product, legislative and market changes.
The Paraplanner - supports the Advisers by conducting research for specific clients as well as assisting the company as a whole when selecting and monitoring funds.
The Client Account Managers (or CAM for short) perform a key role in providing client service and supporting the Advisers to deliver advice. The CAMs compile valuations for client reviews; input factfinds and product and investment information into the database; correspond with clients and product providers; process client applications and investments; track progress of requests, changes and queries.
The Personal Assistant to the Directors - assists the three Directors with various projects and responsibilities to do with running the business.
The Office Accounts Administrator reconciles money coming in and out of the business for the many transactions involved and this provides important management information and data for our regulator.
The Compliance Consultant - provides independent compliance services to help
the company attain and exceed the highest of standards set by the regulators.
Retired Advisers - now ambassadors, remain happily involved with the company.
Click each name in orange to meet your team
PA to Directors:
Office Accounts Administrator:
Compliance Consultant: Richard Kerr
Chris Knox and John Collins