As part of the client services team, our job is to ensure that the administration for our clients goes smoothly and efficiently. We work with the advisers and paraplanners and as part of that team, we enhance the professional service you expect from us. Effective teamwork is key at gpfm and you can rest assured that you’re in safe hands when you come to us. I’m also responsible for event management and coordinating the marketing function.
This is what I’ve done…
I was Gerald Pepper’s assistant many years ago (not saying how many!), and at that time also worked with Scott and Simon, so I’ve come back to the fold so to speak! Before returning to the financial planning industry I have managed my own business, and in other roles have been responsible for events, office management, recruitment and marketing.
…And this is what I’m all about
I love a holiday – don’t we all?! And am lucky to be able to spend a lot of time in Spain. Italy is also a favourite haunt and I can’t wait to visit New York again….but I’ll have to wait until my bank balance recovers!! My son is now 22 which makes me feel very old, but he often tells me to ‘grow up mum’ so I like to think I’m young at heart!! Yoga, boxing and running keeps me fit and sane. I love to cook and eat out with friends and I’m also very good at making cocktails so tend to come in useful at dinner parties!!