I lead the client services administration team:
I am dedicated to ensuring our clients receive a smooth, efficient and consistently high-quality service. As the lead of our administration support team, I take great pride in sharing the knowledge and experience I have gained over many years in financial services. I enjoy seeing the team develop, grow and take on new challenges as they build their skills. I am committed to creating clear, robust processes that help us deliver the best possible experience for our clients.
I have been with BpH Wealth since November 1999:
Before joining, I spent 12 years in the IFA-servicing arm of Prudential, based in St Albans, and it was during that time that I first met Michael Freedman and Simon Brown. When that division closed in 1997, I helped one of the consultants establish his new IFA firm in North Finchley, spending 18 months supporting the launch and growth of that business. From there I joined BpH Wealth – a place where I have found a friendly, family-oriented team, shared values, and a genuine commitment to exceptional client service.
I have always valued work that is neat, consistent, well-presented and meaningful. Over the years, I have been fortunate to build strong and lasting relationships with many of our clients, something that I consider a true privilege.
Outside of my main role, I help run our staff social club alongside three colleagues, organising a wide range of activities – from ten-pin bowling and a pub quiz to our Christmas outings, theatre trips, Go-Karting, and a treasure hunt around London.
In my spare time:
I enjoy spending time with my family (which includes my cat) and friends; and I always look forward to holidays – especially my annual skiing trip to Italy or Austria.
I regularly attend Pilates, yoga and weights classes at my local gym and hope to get back into swimming and cycling. I also enjoy my garden, concerts and the theatre. Recently, I’ve begun “learning the ropes” of bell ringing and, having inherited a piano and been gifted an electronic drum kit, I’m determined to start piano and drum lessons too!
