I have worked with Pam for a number of years. She has 20 years’ experience in banking and financial services as a Premier Relationship Manager. Pam will be assisting me with the day to day running of the business, utilising her fantastic organisational skills, and working alongside me providing exceptional face to face ongoing customer service to all clients.
Gemma and I also worked together previously and she has been in banking and financial services for 10 years. She provides high quality back office organisation and administration support. She manages my appointments and diary and also provides fantastic customer service at the telephone.
Abigail graduated from the University of Edinburgh in 2017. Following her study, she worked as a Customer Account Manager for a debt help advice company. This ignited her passion to build long term relationships with clients and a desire help them throughout their lives. Abigail then successfully completed her training with the St. James’s Place Academy in November where she gained the fundamental skills and knowledge required to begin her journey as a Financial Adviser. She is now in the office with us full time and is qualified to give advice on pension, protection and investment planning, guided by our experienced team.