I provide administrative support at Private Client Consultancy, managing client information, updating CRM processes, and sending monthly valuations. I am dedicated to finding solutions that meet clients’ needs and expectations.

With previous experience at Barclays and Collegiate House Broking, I bring strong multi-tasking skills and a willingness to challenge processes for improvement.

One of my key achievements was resolving a pension withdrawal issue for a client who had moved abroad, ensuring the provider accepted the documentation and processing could continue.

I enjoy working in a supportive team and in a bright office. Outside work, I enjoy running, karate, music, dancing, and yoga, and I have a blue belt in karate.
Fun fact: I can do a great Worzel Gummidge imitation and hold a blue belt in Karate!