I have been in Financial Services for 12 years across a range of roles for large corporate organisations. I am passionate about the importance of good advice and place a strong emphasis on forming long-term relationships. I ensure that I provide a personal financial plan in a clear, simple and straightforward way.
Outside of work, I am married, with four children, which keeps me very busy. I am also known to play the odd round of golf at the weekend, usually outplaying Rich to ensure he pays for the drinks at the end of the round.
I am a qualified Financial Planner and Director at Kirby & Knott Financial Planning Ltd.
I believe in putting my clients at the centre of everything I do and am passionate about using my professional expertise to help them achieve their long-term aspirations. I recognise client circumstances are constantly evolving, so therefore strive to maintain a long-term relationship to ensure that the solutions you choose are regularly reviewed, remain appropriate and up-to-date.
Away from work, I spend a lot of time with my wife Catherine and my son Henry, who has recently started school. I occasionally enjoy watching Aston Villa and thoroughly enjoy giving Alex golf lessons most Saturdays.
I have worked in customer facing roles for most of my working life and I have spent 12 of those years in a banking background for a major high street bank. I have a true passion for ensuring all customers are treated with the highest level of care and diligence. I pride myself in paying close attention to detail and delivering accurate work within timescales.
My role as Client Services Manager is to work closely with clients, third party providers and administration centres to ensure that all their needs and requirements are met by the Practice. I also provide general support to the team to facilitate the day to day running of the Practice, co-ordinate client communications and arrange client reviews.
I’ve worked in customer service roles throughout my whole career. Ensuring that our clients are provided with a friendly and professional service from start to finish is of the utmost importance to me and I fundamentally believe in putting clients at the heart of our business.
My role is to ensure that our client and third-party provider queries are dealt with efficiently and effectively. I also manage client applications as well as supporting the directors with product research and organising client events.
I am a central point of contact in the office for our clients, should Alex or Richard not be available as well as managing their professional diaries.
I have been Diploma qualified since 2009, and with over 20 years of valuable financial services experience; 18 years as a holistic Financial Planning Adviser, and the remaining as a Senior Paraplanner.
Having worked together with Alex previously, I am now using my knowledge and experience to help support the Practice and our clients with their financial goals and objectives. My passion is to continue to understand and help meet the ongoing complexity and diversity of a client’s lifetime needs while also continuing to work towards a Chartered qualification status which will help me further in providing an even more superior service for our clients.