My role
I work closely alongside the Advisers by preparing reports both pre and post meetings as well as requesting and chasing information, booking client reviews and any other administrative duties the adviser may need assistance with.
My journey
I have been with Digby Associates for 2 years as Adviser Support working closely with the Advisers based in our Cheltenham office. I am now beginning my financial advice exams which will give me an even better understanding of the industry.
What I enjoy
I love the variety of the role and the opportunities to constantly learn new things. I enjoy getting to the bottom of difficult problems and reaching a resolution that makes our clients happy.
Outside work
During the pandemic I travelled to Australia and after getting stranded in the outback, moved to New Zealand for 2 years. During my time there I worked on a dairy farm milking cows as well as planting, grafting, and picking kiwis. This sparked my love of travel!
What Digby Associates can help with
Find out more about our services.