Niki is responsible for arranging all client meetings and very professionally manages Richard’s appointment schedule as well as co-ordinates the flow of information in and out of our office.
Tina, along with Niki, is often the first point of contact for clients calling and visiting our office. She competently works on a range of general investment administration required for both pre and post client meetings. With a background in the insurance industry, Tina also works with Richard to prepare and process Protection (Life Cover and associated products) cases.
Joanna works with Richard to develop the strategy for, and structure of the business to ensure that we operate in a smooth and efficient way and are always able to deliver consistently good service to our clients.