Alex North
Administrator Alex had over three years’ experience in office administration and customer service, having worked mainly with the flooring industry prior to joining our team. A fast learner with hands on experience of dealing with and resolving client queries by phone, email and face to face, Alex is well organised and willing to take on […]
Stefania Buscu
Administrator Stefania is a Business and Management graduate who is keen to develop a career in financial services. She supports our advisers and their clients in processing new business applications and changes to existing plans and policies. Stefania is a keen cook and enjoys baking in her spare time.
Andrew Burns
Administrator Andrew has a variety of experience and qualifications in different areas, including office administration in the education sector and working in a firm of local opticians. A natural communicator, he has now set his sights on building a career in financial services and complements our team supporting the advisers with meeting preparation and welcoming […]
Elizabeth Smith-Hughes
Senior Administrator Since joining the team in January 2019, Elizabeth has been a vital link between clients, providers, and advisers. Her career spans founding her own business and working with one of the UK’s leading high street retailers, giving her a broad foundation in customer service, communication, and problem-solving. She also brings strong software and […]
Jennie Bourne
Administrator BA(Hons) After training as a teacher, Jennie started her career in finance in 2020 and joined our team in July 2024 bringing 4 years of experience in an IFA administration role. Jennie works closely with our clients processing applications and submitting servicing requests such as withdrawals, fund switches and income requests. Her positive outlook […]
Paulina Lesniowska
Administrator Paulina graduated in Tourism before obtaining further qualifications in Business Administration and Management. With a background in sales ledger management Paulina brings outstanding organisational skills and an excellent eye for detail to our client administration team, implementing recommendations and carrying our servicing requests. She lives locally with her young family.
Machaela Smith
Administrator Qualification: CeMAP Machaela joined the company in January 2020 from a background as a mortgage adviser. With great experience in customer service and working quickly and efficiently to meet tight deadlines, she has now expanded her knowledge to the full range of products that we offer, giving full administrative and technical support to our adviser […]
Debbie Ledger
Administrator Debbie joined the team in June 2019 following 14 years’ experience in financial services and customer services, so is one of our most experienced staff members. Debbie mainly supports Robin’s clients with processing of applications, income requests and other changes to their policies and plans. Debbie enjoys spending time with her grandchildren outside of […]
Liesel Marnitz
Administration Team Leader Joining us in September 2024, Liesel has had a career in financial services both in South Africa and the UK. A strong team player with an ability to remain calm and focussed under pressure, her supportive approach helps our Administration team to thrive and develop, so they can achieve the highest possible […]
