Kate has completed her Cert CII qualification and is working alongside Ian Snowdon, providing internal support to ensure that he can spend his time looking after his clients; offering excellent customer service to clients. In her spare time Kate is busy socialising with friends and family, keeping active and planning her next holiday!
Another busy month with many of the gang off to conferences....
What do we want? Excellent service. When do we want it? Quicker. This article describes the increasing importance of providing a personalised service for high net worth clients.
A busy month - with anniversaries, unlimited holidays and doing our bit for the community.