I have worked in Financial Services for over 10 years and I have been with Harwin right from the start of my career. I am qualified to Diploma level in Investments and Pensions as well as holding the relevant Mortgage planning qualifications and have a very good knowledge of the advice processes. It is my job to take care of all the office requirements as well as assist Harwin with his research.
I am here to support you too and you can contact me for anything that does not directly relate to a specific advice. For example if you require information on any of your investments I can prepare this for you. Or if you are moving home, I can ensure all your details are up to date with ourselves and any companies which you may have connections with, saving you time and worry.
Because I do this, Harwin has more time to focus his efforts on what’s really important, you.