I originally started working with Royal Life which then became Royal Sun Alliance.
Ben and Frank then approached me to work for them as a Personal Assistant while the business was a part of Bates Investments Services. I have been a part of the business as it has evolved into Cordiner Wealth ever since.
- Financial Planning Certificate 1
- Financial Planning Certificate 2
What do you enjoy most about your job?
Talking with our lovely clients over the telephone and assisting them with any administration queries they may have.
Favourite way to spend a day off…
Going somewhere new with friends and spending the day walking and exploring the area and then finishing off with a drink at the pub. Or… a day shopping with friends and finishing off with a nice meal and a drink.