Get in touch
What’s the best thing about Crowe Financial Planning?
The ethos and culture of the firm that exists where everyone pulls together to deliver the best possible service to our clients.
Tell me about your role?
As Operations Director, I work closely with Phil on the strategy for the firm and take the lead on the design, implementation and communication on how Crowe Financial Planning UK Limited operates and delivers service to clients.
What is important to me when delivering client service?
I think it is important to put yourself in the role of the client and what you would want to receive and how when delivering service. Communication is key and delivering in a way that is clear, concise and on time.
My favourite book and film.
My favourite author is John Grisham and would choose The Runaway Jury.
Difficult to choose one film but would go with Hacksaw Ridge an incredible true story.
What matters to you most in three words?
Family, Humour and Liverpool FC!
What do you enjoy most about your role?
The variety of the work I get involved in. I respect and value having the influence to make a difference whether that be to improve the client experience or the career progression opportunities for my colleagues.
My favourite author is John Grisham and would choose The Runaway Jury.
Difficult to choose one film but would go with Hacksaw Ridge an incredible true story.
My favourite
book and film.
Family, Humour and Liverpool FC!
What matters to you
most in three words?
The variety of the work I get involved in. I respect and value having the influence to make a difference whether that be to improve the client experience or the career progression opportunities for my colleagues.
What do you enjoy most
about your role?
I think it is important to put yourself in the role of the client and what you would want to receive and how when delivering service. Communication is key and delivering in a way that is clear, concise and on time.
What is important to me when delivering client service?
As Operations Director, I work closely with Phil on the strategy for the firm and take the lead on the design, implementation and communication on how Crowe Financial Planning UK operates and delivers service to clients.
Tell me about your role?
The ethos and culture of the firm that exists where everyone pulls together to deliver the best possible service to our clients.
What’s the best thing about Crowe Financial Planning?
Get in touch