Meet the team
Dee has worked in the financial services sector for over 10 years in administration, personal assistant and senior support roles. Her initial experience was gathered in a role within a large well-known pension company but she has worked within Independent Financial Adviser business for over eight years, some four of which have been working alongside Dave Robinson.
She has a very broad knowledge and understanding of administration procedures and all the specialist financial planning fields within which we specialise. She has particular experience of administering complicated pension arrangements. Her role is to support our work through very efficient administration. She has developed close relationships with all of the investment managers and product providers with whom we work with and she is also often the first port of call when clients contact us at the office.