Nikki has over 20 years experience working in the financial services industry, and brings that expertise as founder of The IFA PA. She has supported clients as diverse as insurers, authors and coaches in her former virtual PA business but loves the focus that working with IFAs brings.
“I love working with IFAs. I understand their needs, what drives them, the challenges they face. I know how to support them, and to build an expert team to support them too. ”
Claire has over 14 years’ experience working as a Practice Manager for a Senior Partner Practice of St. James’s Place Wealth Management, she has a wealth of experience working within Protection, specifically Business Protection, along with Pensions and Investments.
As an incredibly organised person, she likes to help advisers maximise their time, providing support to enable them to do what really motivates them. A problem solver, Claire will go the extra mile to ensure you can achieve your goals.
Suzy has over 9 years’ experience working in Financial Services, both as a Senior Pensions Administrator for a large multinational company and as an IFA Administrator specialising in Pensions, Investments and Protection.
A conscientious and professional person, she is highly organised and thrives on being able to help Advisers to free up their time and enable their business to run smoothly.
Katie previously worked virtually for a national IFA group and prior to that, spent 20 years as a PA to a CEO of a large public authority. Her virtual PA skills are a perfect complement to her knowledge of pensions and investments and she thrives on client review preparation work.
“With will, one can do anything” by Samuel Smiles is Katie’s favourite quote and it very much matches her positive outlook on life and her strong customer service ethic.
The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.