Client Service Associate
What do you enjoy most about wealth management?
It’s very interesting and we get to help our clients achieve their wealth goals.
What’s the biggest challenge?
Being new to wealth management and learning new things every day is a challenge, but rewarding.
What do you love most about being part of Capital Partners?
Working with a group of amazing people who are so helpful to each other and dedicated to helping our clients.
What quality of yours makes you suited to what you do?
I am organised and enjoy being busy.
How should people think about their wealth?
Seek advice to achieve your future goals but remember to enjoy life along the way.
What do you love to do outside of work?
Enjoying time with my family and friends.
What does your ideal holiday look like?
Going on holidays with my family and having lots of fun.