Angela joined the company in September 2013 having worked in financial services since 1999 in paraplanning and compliance roles.
Angela’s day is spent working with advisers and liaising with providers. She responds to clients’ requests, carries out research and writes reports, and is responsible for ongoing client account management.
What do you enjoy most about your job?
That we are doing something positive for clients and the feeling of achievement when the clients are happy, and we have met and exceeded their expectations.
How do you most like to spend your time outside of work?
With friends and family, walking, trips to the theatre and eating out.