Samantha offers exceptional administrative support for our Wealth Management advisers. With a proven track record of over a decade in the financial services industry spanning the UK and NZ. Her responsibilities include report writing, investment platform administration, client file management, and crafting effective investment communications.
But that's not all – Samantha also offers invaluable assistance to our IT team, ensuring seamless technology integration. She holds a Diploma in Business Accounting, further enhancing her ability to provide precise administrative support. Samantha ensures smooth operations and outstanding client service, making her an indispensable asset to our team.