My background is in Estates & Trusts, I worked in this capacity at Barclays for 12 years.
I have worked at CRS Consultants for 7 seven years now and have seen my role progress to be the Head of Administration as well as being a Client Manager.
My duties involve Client Management, liaising between Advisers and Client Managers, examining business procedures and making sure back office systems remain current and up to date.
I provide a high level of service to our clients and enjoy interaction with a broad range of people, helping them to achieve their financial goals. I also take an active interest in investments and hold a number of CIB, CISI and Securities Institute qualifications. I hope to expand on this and become more involved in the Compliance side of the business in the future.
Outside of work I have an active family life with my Wife, Daughter and Dog, and I’m something of a music obsessive as well as enjoying being part of a number of Nature & Conservation charities.