Lily supports our Financial Planning Technicians by implementing our clients’ specific wealth management strategies, managing client data and liaising with investment providers.

I enjoy knowing that I am helping to make a difference to our client’s lives, giving them peace of mind that everything is in hand with a team of professionals. My role is varied and interesting, there is always something to keep me busy and my brain working!

I am passionate about helping people – be that friends, family or professionally – and I work to create and maintain strong relationships in every area I can.

The team I am part of. Everyone goes above and beyond to help each other wherever needed, and I’ve always felt supported within the administration team and wider client team. It’s also a joy to come to work knowing you’re walking in to friendly faces and mindsets!

My interests include cooking and baking, gardening on my allotment, good coffee, great whiskey, long walks, music, arts/crafts, gaming and cuddling my cat!