Staff perspective: Heidi Cunningham
Meet Heidi, our new Client Services Support team member
We’re pleased to have welcomed Heidi Cunningham to our Client Services Support team this year. She’s already doing a fantastic job and is a great asset to the team.
What is your role at gpfm?
My role is as Client Services Support. Day-to-day, I prepare valuations for the Advisors. Clients tend to have bi-annual/annual meetings with their Advisor so if there has been any activity on a clients’ portfolio, I make sure it is included in the report for the clients next meeting.
How are you enjoying the new role?
I’m really enjoying the role, and it has been great to learn something new. It’s very different to anything I’ve done before as I previously worked in banking and more recently the NHS.
Why did you choose gpfm?
I love the fact that it’s a small company and local to where I live. It has given me a bit of a challenge to learn something new. My daughter, who also works here, introduced me to the company. Everyone has been so friendly and welcoming and I’ve found it easy to fit in.
What’s your favourite thing about the role so far?
Every day is different – there are no two days the same. I like seeing the final product which I have been working on and I quite like talking to the providers, gaining the information required. I am still learning to get around their websites but so far, it has been interesting and the providers are really helpful.
What do you do outside of work?
I have a dog, a little five-year-old cockapoo called Ralph. I love to exercise so go to various gym and dance classes.
gpfm are an independent financial planning company dedicated to the provision of personal, professional and objectively-driven advice for our clients. We have been awarded the Chartered Financial Planners title by the Chartered Insurance Institute for offering high quality, independent and informed advice that meets the needs of our clients.
If you are seeking financial planning advice, get in touch with us today at firstname.lastname@example.org or call 01992 500 261 now, and see how we can help address your financial future.