Client Service Assistant
What do you enjoy most about wealth management?
I love that we make huge changes in the way that people live their lives!
What’s the biggest challenge?
Being very new to Wealth Management in itself can be such a challenge but it is also very rewarding and I love learning new things.
What do you love most about being part of Capital Partners?
Working along side such a great group of people – they are always so helpful!
What quality of yours makes you suited to what you do?
I am such a people person! I love being able to greet our clients and make sure that their visit to Capital Partners is a positive one!
How should people think about their wealth?
That with the right advice and a plan in place, anything can be possible!
What do you love to do outside of work?
I love spending quality time with my family, friends and partner.
What does your ideal holiday look like?
My ideal holiday is definitely a European Summer! With a quick visit to Wales to catch up with old friends and my dearly missed family!