Our Support Teams
We prepare the documentation required for client meetings and are responsible for the day to day dealings with investment and insurance companies on behalf of our clients. We ensure that client information is recorded onto our database and we deal with all client related communications via post, telephone and email.
Adviser Support Supervisor
Tracy heads up our Adviser Support Team and has extensive financial services experience. She has worked in our industry for a number of years, spending 23 years working for a large insurance company and uses her extensive experience to deliver an excellent service. Her role is to ensure that the activities carried out by our Adviser Support Team are in accordance with operational standards, regulatory guidelines and best practice as set by the Financial Conduct Authority and the company. Tracy likes to have weekends away with her family and friends. She enjoys keeping fit by swimming three times a week.