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. ”
With 20 years’ involvement in the mortgage and insurance industry as Administrator, Office Manager, Compliance Officer and Adviser, Michele has a wealth of experience. She has also been a trainer for mortgage and insurance consultants and enjoys the challenge of bringing order out of chaos.
As a highly organised and motivated person, she likes to help others to maximise their time, providing solid support so that they are free to do what they do best. Calm in a crisis, discreet, capable and reliable, it has always been Michele’s objective to help others and she is prepared to go the extra mile to achieve it
Claire brings her business degree and natural aptitude for organisation (honed by running around after her two small boys!) to her work at the IFA PA. She has worked as a Virtual PA since 2016 and loves seeing businesses grow when they outsource.
“I love giving our clients the freedom to spend their time purely on the activities that THEY need to do.”
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.
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.
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