We have a dedicated team in the office to ensure that all your day to day queries can be answered.
The team are as follows:
Anna-liese, Hayley & Chloe manage the Practice diaries to ensure that all client meetings are accurately recorded. They also maintain regular contact with our existing clients and organise review meetings to make certain that Portfolios are regularly reviewed, and no client is overlooked.
The Administration team handle all new business processing and correspond directly with external providers to obtain relevant information to enable a detailed analysis to be carried out. They work closely with our advisers ensuring that all business applications are prepared correctly, clients are informed of progress, client files are updated following meetings and our business stationery is kept up to date.