Vanessa joined the company in 2022. She brings over five years’ experience in financial services administration and client support, having previously worked as a private client administrator and receptionist with Rossborough Financial. In her current role, she supports wealth consultants with ongoing client service and new business implementation, coordinating day-to-day activities and ensuring administrative and regulatory requirements are met. She holds the CII Level 3 Certificate in Financial Services, alongside additional Chartered Insurance Institute qualifications, and is currently studying towards the Level 4 Investment Advice Diploma.
