Get in touch
What’s the best thing about Crowe Financial Planning?
I enjoy working within the structure of a large corporate company as I feel looked after. The team at Crowe is one of the best I have worked in and the support is fantastic. Everyone genuinely cares about the clients and wants to do a good job and work hard.
Tell me about your role?
My role primarily is to produce review reports for our clients, checking all compliance is up to date and sending a detailed account of everything that has happened since the client’s last review.
What is important to me when delivering client service?
It is important that the information I produce is accurate and clear for the clients and the consultant.
My favourite book.
Shuggie Bain, by Douglas Stewart.
What matters to you most in three words?
Family, health and happiness.
What do you enjoy most about your role?
I enjoy the variety of the work as every client is different. I keep up to date with changes in the industry and it is interesting to see how economics and politics affect client’s investments. We are always busy which I enjoy.
Shuggie Bain, by Douglas Stewart.
My favourite
book.
Family, health and happiness.
What matters to you
most in three words?
I enjoy the variety of the work as every client is different. I keep up to date with changes in the industry and it is interesting to see how economics and politics affect client’s investments. We are always busy which I enjoy.
What do you enjoy most
about your role?
It is important that the information I produce is accurate and clear for the clients and the consultant.
What is important to me when delivering client service?
My role primarily is to produce review reports for our clients, checking all compliance is up to date and sending a detailed account of everything that has happened since the client’s last review.
Tell me about
your role?
I enjoy working within the structure of a large corporate company as I feel looked after. The team at Crowe is one of the best I have worked in and the support is fantastic. Everyone genuinely cares about the clients and wants to do a good job and work hard.
What’s the best thing about Crowe Financial Planning?
Get in touch