Heidi Cunningham

Client Services Support

Work

Heidi has a secretarial and banking background, having worked in these industries since the age of 17. Her skills transferred over and are perfect for her current role as Client Services Support at gpfm.

Heidi’s everyday role involves preparing valuations for the planners and providing administrative support. The gpfm ethos is all about ensuring clients get the best possible service and this is very important to Heidi.

Rest and play

Heidi likes to keep busy and would consider herself to be a perfectionist. That means whatever she does, she likes to do it to the best of her ability.

If she’s not at home or walking her dog, you’ll find Heidi at the gym. Over the past couple of years, Heidi has picked up dancing as an extra hobby. She also enjoys seeing friends and going out for dinner or to the theatre.

We asked Heidi...

Your favourite holiday destination?

Dubai or anywhere hot!

Your favourite song to play in the car?

Bell Bottom Blues by Eric Clapton

The first album you bought?

The Rise and Fall of Ziggy Stardust and the Spiders by David Bowie

If you could be any fictional character, who would you be?

Alice in Wonderland

When the dessert menu arrives, what are you looking for?

Anything unhealthy and to try what others have ordered, if I’m allowed

Our team

Committed, strong and driven are just three words to describe our trusted team. Meet the individuals who will go the extra mile for you.

Scott Atkinson

Managing Director & Chartered Financial Planner

View profile

Katie Hately

Chartered Financial Planner

View profile

Simon Frost

Managing Director & Chartered Financial Planner

View profile

Emma Saunders

Financial Planner

View profile

Lewis Keates

Paraplanner

View profile

Paige Howles

Paraplanner

View profile

Heidi Cunningham

Client Services Support

View profile

David Shepherd

Head of Business and Finance

View profile

Rosie Wills

Client Services Manager

View profile

Michelle Good

Operations and Compliance Manager

View profile