Based in Bishop Auckland, it is my overall responsibility to ensure the smooth day to day running of the office including: client servicing, regulatory requirements and supporting the Director in the development of the Practice.
I have recently completed the St. James’s Place Paraplanning Academy a one-year intense course which has increased my knowledge of financial planning and St. James’s Place propositions and systems. I am now able to design and document appropriate client solutions to expected Business Assurance standards and have achieved my CII Diploma in Regulated Financial Planning.
Previously, I have worked in a number of marketing roles and I am qualified marketing professional with almost 20 years experience. At MGL Wealth Management our most successful marketing is based around providing our clients with a first-class service. Many of our clients become advocates and are happy to refer MGL Wealth Management Ltd to their family, friends and work colleagues.
I share MGL Wealth Management Ltd’s company values of building and sustaining long-term client relationships based on trust and I ensure effective communications within the Practice, to clients and third parties.