Suzy ensures everyone adheres to back office policies and procedures and that all agreed actions with clients are completed.
In charge of client reporting, Lesley liaises with Gavin and Dharmin to ensure that client reports provide a clear concise reflection of the advice Gavin gives. Lesley is also the link between St. James's Place administrators and the team and keeps the team up to date.
Pension Expert, Vicky is the practice guru on all areas of pension legislation past and present. Vicky maintains that should this ever be an area to come up in the Charitable Foundation Pub Quiz, the team would walk away with gold. The HMRC website is in her web browser favourites.
As office manager, Dharmin provides clients with support on operation matters. Dharmin also follows up new business opportunities and communicates new developments to current and prospective clients, oversees the development of marketing literature, and provides Gavin with feedback.