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...
Fancy a chat?
Let’s get together over an initial phone call and establish whether we’re the right match for your financial journey.
Gerald Pepper Financial Management Limited Registered in England and Wales No. 4179541
Registered Office: 6-7 Castle Gate, Castle Street, Hertford, SG14 1HD
gpfm financial planners is a trading name of Gerald Pepper Financial Management Ltd who are regulated and authorised by the Financial Conduct Authority under registration number 195615.
The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK.
The Financial Ombudsman Service is available to deal with individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit: www.financial-ombudsman.org.uk
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